TCWA
Turtle Creek Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $999K | Buy |
11,733
+1,572
| +15% | +$134K | 0.12% | 116 |
|
|
2025
Q1 | $721K | Sell |
10,161
-176
| -2% | -$12.5K | 0.11% | 94 |
|
|
2024
Q4 | $728K | Buy |
10,337
+1,006
| +11% | +$70.8K | 0.17% | 59 |
|
|
2024
Q3 | $584K | Sell |
9,331
-1,250
| -12% | -$78.3K | 0.12% | 92 |
|
|
2024
Q2 | $671K | Buy |
10,581
+543
| +5% | +$34.5K | 0.16% | 81 |
|
|
2024
Q1 | $635K | Sell |
10,038
-20
| -0.2% | -$1.27K | 0.16% | 83 |
|
|
2023
Q4 | $517K | Buy |
+10,058
| New | +$517K | 0.15% | 88 |
|