Wealth Enhancement Advisory Services’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.8M | Buy |
380,856
+21,062
| +6% | +$1.87M | 0.06% | 300 |
|
|
2025
Q1 | $25.5M | Buy |
359,794
+109,788
| +44% | +$7.79M | 0.05% | 335 |
|
|
2024
Q4 | $17.6M | Buy |
250,006
+113,501
| +83% | +$7.99M | 0.03% | 397 |
|
|
2024
Q3 | $8.55M | Buy |
136,505
+7,129
| +6% | +$446K | 0.02% | 560 |
|
|
2024
Q2 | $8.21M | Buy |
129,376
+12,648
| +11% | +$803K | 0.02% | 541 |
|
|
2024
Q1 | $7.38M | Buy |
116,728
+4,132
| +4% | +$261K | 0.02% | 559 |
|
|
2023
Q4 | $5.79M | Sell |
112,596
-39,658
| -26% | -$2.04M | 0.02% | 572 |
|
|
2023
Q3 | $6.26M | Buy |
+152,254
| New | +$6.26M | 0.02% | 520 |
|
|
2020
Q3 | – | Sell |
-28,139
| Closed | -$1.45M | – | 207 |
|
|
2020
Q2 | $1.45M | Buy |
28,139
+1,718
| +7% | +$88.8K | 0.04% | 151 |
|
|
2020
Q1 | $1.25M | Buy |
26,421
+3,820
| +17% | +$180K | 0.04% | 159 |
|
|
2019
Q4 | $1.81M | Sell |
22,601
-18,010
| -44% | -$1.44M | 0.06% | 118 |
|
|
2019
Q3 | $2.85M | Buy |
+40,611
| New | +$2.85M | 0.11% | 80 |
|
|
2019
Q2 | – | Sell |
-19,621
| Closed | -$1.36M | – | 207 |
|
|
2019
Q1 | $1.36M | Sell |
19,621
-10,680
| -35% | -$739K | 0.08% | 108 |
|
|
2018
Q4 | $1.91M | Sell |
30,301
-7,123
| -19% | -$450K | 0.12% | 65 |
|
|
2018
Q3 | $2.39M | Buy |
+37,424
| New | +$2.39M | 0.14% | 50 |
|
|
2016
Q4 | – | Sell |
-14,426
| Closed | -$702K | – | 143 |
|
|
2016
Q3 | $702K | Sell |
14,426
-15,148
| -51% | -$737K | 0.1% | 112 |
|
|
2016
Q2 | $1.25M | Buy |
29,574
+3,820
| +15% | +$162K | 0.23% | 86 |
|
|
2016
Q1 | $1.09M | Buy |
25,754
+5,801
| +29% | +$245K | 0.22% | 97 |
|
|
2015
Q4 | $1.03M | Buy |
19,953
+1,630
| +9% | +$84.4K | 0.26% | 67 |
|
|
2015
Q3 | $946K | Buy |
18,323
+2,629
| +17% | +$136K | 0.29% | 66 |
|
|
2015
Q2 | $867K | Buy |
15,694
+1,428
| +10% | +$78.9K | 0.27% | 56 |
|
|
2015
Q1 | $735K | Buy |
14,266
+1,887
| +15% | +$97.2K | 0.28% | 75 |
|
|
2014
Q4 | $670K | Buy |
+12,379
| New | +$670K | 0.26% | 66 |
|