PWMAG
Pinnacle Wealth Management Advisory Group’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
16,599
+781
| +5% | +$66.5K | 0.12% | 120 |
|
|
2025
Q1 | $1.12M | Sell |
15,818
-28
| -0.2% | -$1.99K | 0.1% | 128 |
|
|
2024
Q4 | $1.12M | Sell |
15,846
-735
| -4% | -$51.7K | 0.1% | 124 |
|
|
2024
Q3 | $1.04M | Buy |
16,581
+524
| +3% | +$32.8K | 0.1% | 133 |
|
|
2024
Q2 | $1.02M | Buy |
16,057
+56
| +0.3% | +$3.55K | 0.11% | 130 |
|
|
2024
Q1 | $1.01M | Buy |
16,001
+79
| +0.5% | +$5K | 0.11% | 128 |
|
|
2023
Q4 | $819K | Sell |
15,922
-1,739
| -10% | -$89.5K | 0.1% | 138 |
|
|
2023
Q3 | $726K | Sell |
17,661
-2,820
| -14% | -$116K | 0.09% | 135 |
|
|
2023
Q2 | $943K | Sell |
20,481
-1,625
| -7% | -$74.8K | 0.12% | 119 |
|
|
2023
Q1 | $1.04M | Buy |
22,106
+778
| +4% | +$36.5K | 0.14% | 112 |
|
|
2022
Q4 | $965K | Sell |
21,328
-534
| -2% | -$24.2K | 0.15% | 112 |
|
|
2022
Q3 | $911K | Sell |
21,862
-4,859
| -18% | -$202K | 0.15% | 109 |
|
|
2022
Q2 | $1.23M | Buy |
26,721
+651
| +2% | +$29.9K | 0.2% | 97 |
|
|
2022
Q1 | $1.39M | Buy |
26,070
+761
| +3% | +$40.6K | 0.2% | 101 |
|
|
2021
Q4 | $1.53M | Buy |
25,309
+13,037
| +106% | +$787K | 0.25% | 91 |
|
|
2021
Q3 | $861K | Sell |
12,272
-157
| -1% | -$11K | 0.2% | 109 |
|
|
2021
Q2 | $879K | Buy |
12,429
+1,175
| +10% | +$83.1K | 0.21% | 107 |
|
|
2021
Q1 | $819K | Buy |
11,254
+2,725
| +32% | +$198K | 0.23% | 92 |
|
|
2020
Q4 | $526K | Sell |
8,529
-6,117
| -42% | -$377K | 0.16% | 113 |
|
|
2020
Q3 | $631K | Buy |
14,646
+935
| +7% | +$40.3K | 0.22% | 102 |
|
|
2020
Q2 | $701K | Sell |
13,711
-19
| -0.1% | -$971 | 0.26% | 90 |
|
|
2020
Q1 | $578K | Sell |
13,730
-1,530
| -10% | -$64.4K | 0.28% | 85 |
|
|
2019
Q4 | $1.22M | Sell |
15,260
-405
| -3% | -$32.4K | 0.46% | 69 |
|
|
2019
Q3 | $1.08M | Buy |
15,665
+1,416
| +10% | +$97.8K | 0.45% | 69 |
|
|
2019
Q2 | $998K | Sell |
14,249
-545
| -4% | -$38.2K | 0.42% | 70 |
|
|
2019
Q1 | $920K | Buy |
14,794
+3,087
| +26% | +$192K | 0.42% | 76 |
|
|
2018
Q4 | $609K | Sell |
11,707
-4,810
| -29% | -$250K | 0.33% | 92 |
|
|
2018
Q3 | $1.19M | Sell |
16,517
-92
| -0.6% | -$6.6K | 0.59% | 54 |
|
|
2018
Q2 | $1.11M | Buy |
16,609
+1,670
| +11% | +$112K | 0.6% | 51 |
|
|
2018
Q1 | $1.01M | Sell |
14,939
-40
| -0.3% | -$2.7K | 0.57% | 53 |
|
|
2017
Q4 | $1.12M | Buy |
14,979
+415
| +3% | +$30.9K | 0.62% | 47 |
|
|
2017
Q3 | $1.06M | Buy |
14,564
+920
| +7% | +$66.9K | 0.62% | 52 |
|
|
2017
Q2 | $913K | Buy |
+13,644
| New | +$913K | 0.56% | 59 |
|