Wealth Management Associates’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$588K Sell
6,904
-48
-0.7% -$4.09K 0.23% 85
2025
Q1
$494K Sell
6,952
-465
-6% -$33K 0.21% 94
2024
Q4
$522K Buy
7,417
+1
+0% +$70 0.22% 87
2024
Q3
$464K Buy
+7,416
New +$464K 0.2% 98