Whipplewood Advisors’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.06K Sell
29
-192
-87% -$25K ﹤0.01% 342
2026
Q1
$25.1K Buy
+221
New +$25.2K 0.01% 359
2025
Q3
Sell
-268
Closed -$22.8K 421
2025
Q2
$22.8K Sell
268
-302
-53% -$21.8K 0.01% 440
2025
Q1
$35.5K Buy
570
+252
+79% +$19.2K 0.02% 359
2024
Q4
$22.4K Buy
+318
New +$21.4K 0.01% 431

Other funds holding C

Whipplewood Advisors's C Position: Q2 2026 in Review

Whipplewood Advisors reduced its Citigroup (C) stake by 87% in Q2 2026, selling an estimated $25K and leaving 29 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Whipplewood Advisors first reported a position in C in Q4 2024 and has held it in 5 quarters since. The position peaked at $35.5K in Q1 2025. 2,631 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Whipplewood Advisors held 29 shares of Citigroup worth $4.06K as of Q2 2026.
  • Whipplewood Advisors sold 192 Citigroup shares in Q2 2026, an estimated $25K.
  • Citigroup made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #342 holding.
  • Whipplewood Advisors first reported a position in Citigroup in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Citigroup position peaked at $35.5K in Q1 2025.
  • 2,631 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.