Wealth Management Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
4,136
+650
| +19% | +$56.9K | 0.13% | 102 |
|
|
2025
Q1 | $248K | Sell |
3,486
-983
| -22% | -$69.8K | 0.11% | 105 |
|
|
2024
Q4 | $315K | Sell |
4,469
-2,465
| -36% | -$174K | 0.14% | 97 |
|
|
2024
Q3 | $434K | Buy |
+6,934
| New | +$434K | 0.2% | 77 |
|
|
2024
Q1 | – | Sell |
-5,934
| Closed | -$305K | – | 119 |
|
|
2023
Q4 | $305K | Sell |
5,934
-625
| -10% | -$32.2K | 0.17% | 90 |
|
|
2023
Q3 | $270K | Buy |
6,559
+160
| +3% | +$6.58K | 0.17% | 95 |
|
|
2023
Q2 | $295K | Sell |
6,399
-115
| -2% | -$5.3K | 0.19% | 90 |
|
|
2023
Q1 | $305K | Buy |
+6,514
| New | +$305K | 0.21% | 84 |
|