Total Clarity Wealth Management’s Citigroup C Stock Holding History

Total Clarity Wealth Management’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,705	Closed	-$400K	–	294
2025 Q2	$400K	Sell	4,705 -4,026	-46%	-$291K	0.11%	185
2025 Q1	$615K	Hold	8,731	–	–	0.2%	125
2024 Q4	$615K	Sell	8,731 -743	-8%	-$50.1K	0.2%	126
2024 Q3	$593K	Buy	9,474 +4,301	+83%	+$266K	0.19%	131
2024 Q2	$328K	Sell	5,173 -946	-15%	-$58.3K	0.11%	179
2024 Q1	$387K	Buy	6,119 +276	+5%	+$15.4K	0.13%	170
2023 Q4	$301K	Sell	5,843 -80	-1%	-$3.54K	0.12%	176
2023 Q3	$244K	Sell	5,923 -721	-11%	-$31.6K	0.12%	188
2023 Q2	$306K	Buy	+6,644	New	+$311K	0.15%	149
2023 Q1	–	Sell	-8,451	Closed	-$382K	–	187
2022 Q4	$382K	Sell	8,451 -1,117	-12%	-$50.7K	0.19%	132
2022 Q3	$399K	Buy	9,568 +1,505	+19%	+$74.4K	0.25%	117
2022 Q2	$371K	Buy	8,063 +185	+2%	+$9.25K	0.19%	127
2022 Q1	$421K	Buy	7,878 +5,110	+185%	+$316K	0.23%	116
2021 Q4	$167K	Sell	2,768 -2	-0.1%	-$133	0.08%	237
2021 Q3	$194K	Buy	+2,770	New	+$194K	0.09%	212
2021 Q2	–	Sell	-70	Closed	-$5K	–	259
2021 Q1	$5K	Buy	+70	New	+$4.67K	﹤0.01%	678
2020 Q1	–	Sell	-70	Closed	-$6K	–	154
2019 Q4	$6K	Buy	+70	New	+$5.17K	﹤0.01%	555

Other funds holding C

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return