MSWM
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Mowery & Schoenfeld Wealth Management’s Citigroup C Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$29.1K Hold
342
– – 0.04% 151
2025
Q1 		$24.3K Buy
342
+2
+0.6% +$142 0.05% 188
2024
Q4 		$23.9K Buy
+340
New +$23.9K 0.05% 164