MWPCG
Measured Wealth Private Client Group’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
18,218
+3,396
| +23% | +$289K | 0.46% | 32 |
|
|
2025
Q1 | $1.05M | Buy |
+14,822
| New | +$1.05M | 0.34% | 41 |
|
|
2022
Q1 | – | Sell |
-5,077
| Closed | -$307K | – | 177 |
|
|
2021
Q4 | $307K | Buy |
5,077
+202
| +4% | +$12.2K | 0.11% | 117 |
|
|
2021
Q3 | $342K | Sell |
4,875
-833
| -15% | -$58.4K | 0.13% | 105 |
|
|
2021
Q2 | $404K | Buy |
5,708
+1,397
| +32% | +$98.9K | 0.13% | 102 |
|
|
2021
Q1 | $314K | Buy |
+4,311
| New | +$314K | 0.11% | 107 |
|
|
2018
Q4 | – | Sell |
-1,181
| Closed | -$83K | – | 185 |
|
|
2018
Q3 | $83K | Buy |
+1,181
| New | +$83K | 0.05% | 263 |
|