Waypoint Wealth Counsel’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$315K Buy
3,704
+368
+11% +$31.3K 0.16% 109
2025
Q1
$237K Buy
+3,336
New +$237K 0.15% 92