Western Pacific Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Hold |
3,034
| – | – | 0.25% | 49 |
|
|
2025
Q1 | $215K | Hold |
3,034
| – | – | 0.19% | 58 |
|
|
2024
Q4 | $214K | Buy |
3,034
+1,525
| +101% | +$107K | 0.17% | 60 |
|
|
2024
Q3 | $94.5K | Hold |
1,509
| – | – | 0.06% | 128 |
|
|
2024
Q2 | $95.8K | Hold |
1,509
| – | – | 0.07% | 103 |
|
|
2024
Q1 | $95.4K | Buy |
1,509
+85
| +6% | +$5.38K | 0.07% | 101 |
|
|
2023
Q4 | $73.3K | Sell |
1,424
-2,065
| -59% | -$106K | 0.05% | 117 |
|
|
2023
Q3 | $144K | Buy |
3,489
+365
| +12% | +$15K | 0.12% | 58 |
|
|
2023
Q2 | $144K | Hold |
3,124
| – | – | 0.11% | 55 |
|
|
2023
Q1 | $146K | Buy |
3,124
+1,440
| +86% | +$67.5K | 0.11% | 55 |
|
|
2022
Q4 | $76.2K | Buy |
1,684
+35
| +2% | +$1.58K | 0.06% | 97 |
|
|
2022
Q3 | $68K | Buy |
+1,649
| New | +$68K | 0.07% | 75 |
|