WIA
Wetzel Investment Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Buy |
34,541
+1,575
| +5% | +$134K | 1.34% | 18 |
|
|
2025
Q1 | $2.34M | Buy |
32,966
+200
| +0.6% | +$14.2K | 1.18% | 22 |
|
|
2024
Q4 | $2.31M | Sell |
32,766
-500
| -2% | -$35.2K | 1.15% | 24 |
|
|
2024
Q3 | $2.08M | Buy |
33,266
+10,425
| +46% | +$653K | 1.05% | 26 |
|
|
2024
Q2 | $1.44M | Sell |
22,841
-300
| -1% | -$19K | 0.83% | 26 |
|
|
2024
Q1 | $1.35M | Buy |
23,141
+4,721
| +26% | +$275K | 0.79% | 27 |
|
|
2023
Q4 | $948K | Buy |
+18,420
| New | +$948K | 0.58% | 33 |
|