WWA
WCG Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
13,471
+2,405
| +22% | +$205K | 0.07% | 212 |
|
|
2025
Q1 | $786K | Sell |
11,066
-507
| -4% | -$36K | 0.06% | 220 |
|
|
2024
Q4 | $815K | Buy |
11,573
+371
| +3% | +$26.1K | 0.05% | 228 |
|
|
2024
Q3 | $701K | Buy |
11,202
+710
| +7% | +$44.4K | 0.05% | 249 |
|
|
2024
Q2 | $666K | Buy |
+10,492
| New | +$666K | 0.05% | 227 |
|