Waverton Investment Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $252K | Sell |
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|
2024
Q4 | $2.28M | Hold |
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|
2024
Q3 | $2.03M | Buy |
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|
2024
Q2 | $933K | Hold |
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|
2024
Q1 | $929K | Buy |
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|
2023
Q4 | $484K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $525K | Sell |
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|
2015
Q3 | $535K | Sell |
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|
2015
Q2 | $634K | Buy |
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|
2015
Q1 | $589K | Sell |
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|
2014
Q4 | $646K | Sell |
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|
2014
Q3 | $1.24M | Hold |
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|
2014
Q2 | $1.12M | Sell |
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|
2014
Q1 | $1.26M | Sell |
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|
2013
Q4 | $1.68M | Sell |
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|
2013
Q3 | $1.57M | Sell |
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|
2013
Q2 | $1.67M | Buy |
|