WIM
Westside Investment Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $901K | Buy |
10,572
+283
| +3% | +$24.1K | 0.17% | 124 |
|
|
2025
Q1 | $730K | Sell |
10,289
-57
| -0.6% | -$4.05K | 0.16% | 131 |
|
|
2024
Q4 | $728K | Sell |
10,346
-150
| -1% | -$10.6K | 0.15% | 129 |
|
|
2024
Q3 | $657K | Hold |
10,496
| – | – | 0.14% | 138 |
|
|
2024
Q2 | $666K | Sell |
10,496
-63
| -0.6% | -$4K | 0.15% | 131 |
|
|
2024
Q1 | $668K | Sell |
10,559
-225
| -2% | -$14.2K | 0.16% | 130 |
|
|
2023
Q4 | $555K | Sell |
10,784
-250
| -2% | -$12.9K | 0.14% | 134 |
|
|
2023
Q3 | $454K | Buy |
11,034
+50
| +0.5% | +$2.06K | 0.13% | 142 |
|
|
2023
Q2 | $506K | Hold |
10,984
| – | – | 0.14% | 133 |
|
|
2023
Q1 | $515K | Sell |
10,984
-500
| -4% | -$23.4K | 0.15% | 127 |
|
|
2022
Q4 | $28K | Buy |
11,484
+622
| +6% | +$1.51K | 0.07% | 151 |
|
|
2022
Q3 | $25.4K | Sell |
10,862
-1,350
| -11% | -$3.16K | 0.06% | 166 |
|
|
2022
Q2 | $84.2K | Buy |
12,212
+600
| +5% | +$4.14K | 0.19% | 104 |
|
|
2022
Q1 | $84.3K | Buy |
11,612
+740
| +7% | +$5.37K | 0.18% | 106 |
|
|
2021
Q4 | $114K | Buy |
10,872
+830
| +8% | +$8.74K | 0.26% | 83 |
|
|
2021
Q3 | $114K | Buy |
10,042
+1,207
| +14% | +$13.8K | 0.26% | 81 |
|
|
2021
Q2 | $114K | Sell |
8,835
-500
| -5% | -$6.44K | 0.26% | 78 |
|
|
2021
Q1 | $44.3K | Sell |
9,335
-2,750
| -23% | -$13K | 0.12% | 116 |
|
|
2020
Q4 | $167K | Sell |
12,085
-900
| -7% | -$12.4K | 0.46% | 45 |
|
|
2020
Q3 | $160K | Buy |
12,985
+6,050
| +87% | +$74.5K | 0.07% | 41 |
|
|
2020
Q2 | $56.5K | Sell |
6,935
-2,300
| -25% | -$18.7K | 0.03% | 68 |
|
|
2020
Q1 | $26.5K | Buy |
+9,235
| New | +$26.5K | 0.02% | 108 |
|
|
2019
Q2 | $61 | Buy |
+885
| New | +$61 | ﹤0.01% | 292 |
|
|
2018
Q4 | $46.1K | Hold |
885
| – | – | 0.02% | 301 |
|
|
2018
Q3 | $63.7K | Hold |
885
| – | – | 0.02% | 244 |
|
|
2018
Q2 | $59.4K | Sell |
885
-39
| -4% | -$2.62K | 0.02% | 279 |
|
|
2018
Q1 | $62.6K | Hold |
924
| – | – | 0.03% | 261 |
|
|
2017
Q4 | $68.9K | Sell |
924
-10
| -1% | -$745 | 0.04% | 247 |
|
|
2017
Q3 | $70.4K | Hold |
934
| – | – | 0.04% | 243 |
|
|
2017
Q2 | $63.2K | Buy |
934
+69
| +8% | +$4.67K | 0.04% | 242 |
|
|
2017
Q1 | $51.5K | Buy |
865
+600
| +226% | +$35.8K | 0.02% | 257 |
|
|
2016
Q4 | $15.9K | Buy |
+265
| New | +$15.9K | 0.01% | 313 |
|