Marietta Wealth Management’s Citizens CIA Stock Holding History

Marietta Wealth Management’s Portfolio CIA Stock Details CIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$125K	Hold
2025 Q2	$83K	Hold
2025 Q1	$108K	Hold
2024 Q4	$95.4K	Hold
2024 Q3	$86.1K	Buy
2024 Q2	$64.2K	Buy