WAM
WFA Asset Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
32,106
-9,138
| -22% | -$580K | 1.15% | 15 |
|
|
2025
Q1 | $2.61M | Buy |
41,244
+5,075
| +14% | +$321K | 1.36% | 13 |
|
|
2024
Q4 | $2.55M | Buy |
36,169
+4,607
| +15% | +$324K | 1.38% | 15 |
|
|
2024
Q3 | $1.98M | Sell |
31,562
-544
| -2% | -$34.1K | 1.07% | 15 |
|
|
2024
Q2 | $2.04M | Sell |
32,106
-9,138
| -22% | -$580K | 1.15% | 15 |
|
|
2024
Q1 | $2.61M | Sell |
41,244
-1,610
| -4% | -$102K | 1.36% | 13 |
|
|
2023
Q4 | $2.2M | Buy |
42,854
+888
| +2% | +$45.7K | 1.2% | 12 |
|
|
2023
Q3 | $1.73M | Buy |
41,966
+2,490
| +6% | +$102K | 1.02% | 14 |
|
|
2023
Q2 | $1.82M | Buy |
39,476
+1,392
| +4% | +$64.1K | 1.08% | 14 |
|
|
2023
Q1 | $1.79M | Buy |
38,084
+5,441
| +17% | +$255K | 1.1% | 14 |
|
|
2022
Q4 | $1.48M | Buy |
32,643
+32,152
| +6,548% | +$1.45M | 0.97% | 16 |
|
|
2022
Q3 | $20.5K | Buy |
491
+5
| +1% | +$208 | 0.01% | 122 |
|
|
2022
Q2 | $22.4K | Buy |
486
+3
| +0.6% | +$138 | 0.02% | 122 |
|
|
2022
Q1 | $25.8K | Buy |
483
+3
| +0.6% | +$160 | 0.02% | 120 |
|
|
2021
Q4 | $29K | Buy |
+480
| New | +$29K | 0.02% | 110 |
|