Premier Path Wealth Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
15,866
+1,381
| +10% | +$118K | 0.19% | 127 |
|
|
2025
Q1 | $1.03M | Buy |
14,485
+243
| +2% | +$17.3K | 0.16% | 157 |
|
|
2024
Q4 | $1M | Buy |
14,242
+202
| +1% | +$14.2K | 0.15% | 157 |
|
|
2024
Q3 | $879K | Sell |
14,040
-183
| -1% | -$11.5K | 0.14% | 166 |
|
|
2024
Q2 | $903K | Buy |
14,223
+206
| +1% | +$13.1K | 0.15% | 155 |
|
|
2024
Q1 | $886K | Buy |
14,017
+125
| +0.9% | +$7.91K | 0.17% | 146 |
|
|
2023
Q4 | $715K | Buy |
+13,892
| New | +$715K | 0.16% | 147 |
|