ML
McAdam LLC’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Sell |
4,297
-130
| -3% | -$11.1K | 0.02% | 248 |
|
|
2025
Q1 | $314K | Buy |
4,427
+719
| +19% | +$51K | 0.02% | 257 |
|
|
2024
Q4 | $261K | Buy |
3,708
+399
| +12% | +$28.1K | 0.01% | 305 |
|
|
2024
Q3 | $207K | Sell |
3,309
-2,017
| -38% | -$126K | 0.01% | 312 |
|
|
2024
Q2 | $338K | Buy |
+5,326
| New | +$338K | 0.02% | 221 |
|
|
2018
Q4 | – | Sell |
-1,267
| Closed | -$91K | – | 135 |
|
|
2018
Q3 | $91K | Sell |
1,267
-59
| -4% | -$4.24K | 0.03% | 116 |
|
|
2018
Q2 | $89K | Buy |
1,326
+133
| +11% | +$8.93K | 0.04% | 108 |
|
|
2018
Q1 | $81K | Buy |
+1,193
| New | +$81K | 0.04% | 117 |
|