WCM
Whitener Capital Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Buy |
3,857
+82
| +2% | +$6.98K | 0.09% | 130 |
|
|
2025
Q1 | $268K | Buy |
3,775
+160
| +4% | +$11.4K | 0.08% | 136 |
|
|
2024
Q4 | $254K | Buy |
3,615
+30
| +0.8% | +$2.11K | 0.07% | 136 |
|
|
2024
Q3 | $224K | Sell |
3,585
-2
| -0.1% | -$125 | 0.06% | 146 |
|
|
2024
Q2 | $228K | Buy |
3,587
+288
| +9% | +$18.3K | 0.07% | 143 |
|
|
2024
Q1 | $209K | Buy |
+3,299
| New | +$209K | 0.07% | 144 |
|
|
2022
Q3 | – | Sell |
-4,545
| Closed | -$209K | – | 137 |
|
|
2022
Q2 | $209K | Buy |
4,545
+60
| +1% | +$2.76K | 0.09% | 129 |
|
|
2022
Q1 | $239K | Hold |
4,485
| – | – | 0.09% | 130 |
|
|
2021
Q4 | $270K | Sell |
4,485
-685
| -13% | -$41.2K | 0.1% | 126 |
|
|
2021
Q3 | $318K | Buy |
5,170
+240
| +5% | +$14.8K | 0.15% | 102 |
|
|
2021
Q2 | $348K | Hold |
4,930
| – | – | 0.14% | 108 |
|
|
2021
Q1 | $358K | Sell |
4,930
-240
| -5% | -$17.4K | 0.16% | 101 |
|
|
2020
Q4 | $318K | Sell |
5,170
-1,020
| -16% | -$62.7K | 0.15% | 103 |
|
|
2020
Q3 | $266K | Sell |
6,190
-1,100
| -15% | -$47.3K | 0.13% | 108 |
|
|
2020
Q2 | $372K | Buy |
7,290
+50
| +0.7% | +$2.55K | 0.19% | 90 |
|
|
2020
Q1 | $304K | Sell |
7,240
-1,749
| -19% | -$73.4K | 0.2% | 88 |
|
|
2019
Q4 | $718K | Sell |
8,989
-800
| -8% | -$63.9K | 0.37% | 66 |
|
|
2019
Q3 | $676K | Buy |
9,789
+354
| +4% | +$24.4K | 0.37% | 67 |
|
|
2019
Q2 | $660K | Hold |
9,435
| – | – | 0.38% | 65 |
|
|
2019
Q1 | $587K | Sell |
9,435
-370
| -4% | -$23K | 0.38% | 65 |
|
|
2018
Q4 | $510K | Buy |
9,805
+860
| +10% | +$44.7K | 0.38% | 68 |
|
|
2018
Q3 | $641K | Buy |
8,945
+150
| +2% | +$10.7K | 0.42% | 65 |
|
|
2018
Q2 | $588K | Buy |
8,795
+5,670
| +181% | +$379K | 0.46% | 64 |
|
|
2018
Q1 | $210K | Buy |
3,125
+2,015
| +182% | +$135K | 0.16% | 114 |
|
|
2017
Q4 | $82K | Buy |
+1,110
| New | +$82K | 0.07% | 157 |
|