WSTAM
Wilbanks Smith & Thomas Asset Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $598K | Buy |
9,451
+54
| +0.6% | +$3.42K | 0.02% | 321 |
|
|
2023
Q4 | $483K | Sell |
9,397
-37
| -0.4% | -$1.9K | 0.01% | 341 |
|
|
2023
Q3 | $388K | Sell |
9,434
-1,507
| -14% | -$62K | 0.01% | 356 |
|
|
2023
Q2 | $504K | Buy |
10,941
+6
| +0.1% | +$276 | 0.02% | 315 |
|
|
2023
Q1 | $513K | Sell |
10,935
-119
| -1% | -$5.58K | 0.02% | 303 |
|
|
2022
Q4 | $500K | Sell |
11,054
-992
| -8% | -$44.9K | 0.02% | 309 |
|
|
2022
Q3 | $502K | Buy |
12,046
+62
| +0.5% | +$2.58K | 0.02% | 286 |
|
|
2022
Q2 | $551K | Buy |
11,984
+1,146
| +11% | +$52.7K | 0.02% | 283 |
|
|
2022
Q1 | $543K | Buy |
10,838
+2,241
| +26% | +$112K | 0.02% | 294 |
|
|
2021
Q4 | $519K | Sell |
8,597
-52
| -0.6% | -$3.14K | 0.02% | 326 |
|
|
2021
Q3 | $607K | Buy |
8,649
+70
| +0.8% | +$4.91K | 0.02% | 278 |
|
|
2021
Q2 | $607K | Buy |
8,579
+325
| +4% | +$23K | 0.02% | 283 |
|
|
2021
Q1 | $600K | Buy |
8,254
+592
| +8% | +$43K | 0.03% | 269 |
|
|
2020
Q4 | $472K | Sell |
7,662
-1,375
| -15% | -$84.7K | 0.02% | 271 |
|
|
2020
Q3 | $390K | Sell |
9,037
-2,333
| -21% | -$101K | 0.02% | 278 |
|
|
2020
Q2 | $581K | Sell |
11,370
-1,820
| -14% | -$93K | 0.04% | 217 |
|
|
2020
Q1 | $556K | Buy |
13,190
+6,243
| +90% | +$263K | 0.04% | 204 |
|
|
2019
Q4 | $555K | Sell |
6,947
-124
| -2% | -$9.91K | 0.03% | 236 |
|
|
2019
Q3 | $488K | Sell |
7,071
-23
| -0.3% | -$1.59K | 0.03% | 232 |
|
|
2019
Q2 | $497K | Sell |
7,094
-56
| -0.8% | -$3.92K | 0.03% | 233 |
|
|
2019
Q1 | $445K | Buy |
7,150
+264
| +4% | +$16.4K | 0.03% | 254 |
|
|
2018
Q4 | $358K | Sell |
6,886
-507
| -7% | -$26.4K | 0.02% | 238 |
|
|
2018
Q3 | $530K | Buy |
7,393
+257
| +4% | +$18.4K | 0.03% | 230 |
|
|
2018
Q2 | $478K | Sell |
7,136
-197
| -3% | -$13.2K | 0.04% | 202 |
|
|
2018
Q1 | $495K | Buy |
7,333
+740
| +11% | +$50K | 0.04% | 192 |
|
|
2017
Q4 | $491K | Buy |
6,593
+540
| +9% | +$40.2K | 0.04% | 197 |
|
|
2017
Q3 | $440K | Sell |
6,053
-97
| -2% | -$7.05K | 0.04% | 205 |
|
|
2017
Q2 | $411K | Buy |
6,150
+1,961
| +47% | +$131K | 0.04% | 202 |
|
|
2017
Q1 | $251K | Buy |
+4,189
| New | +$251K | 0.02% | 273 |
|