MAWA
Moss Adams Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $976K | Sell |
11,464
-649
| -5% | -$55.2K | 0.09% | 80 |
|
|
2025
Q1 | $860K | Buy |
12,113
+1,530
| +14% | +$109K | 0.09% | 75 |
|
|
2024
Q4 | $745K | Sell |
10,583
-414
| -4% | -$29.1K | 0.08% | 79 |
|
|
2024
Q3 | $688K | Buy |
10,997
+852
| +8% | +$53.3K | 0.08% | 74 |
|
|
2024
Q2 | $644K | Buy |
10,145
+857
| +9% | +$54.4K | 0.09% | 69 |
|
|
2024
Q1 | $587K | Buy |
+9,288
| New | +$587K | 0.09% | 67 |
|