Williams Jones Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $216K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $354K | Sell |
|
|||||
|
2024
Q2 | $519K | Sell |
|
|||||
|
2024
Q1 | $529K | Sell |
|
|||||
|
2023
Q4 | $460K | Sell |
|
|||||
|
2023
Q3 | $399K | Sell |
|
|||||
|
2023
Q2 | $768K | Sell |
|
|||||
|
2023
Q1 | $1.04M | Sell |
|
|||||
|
2022
Q4 | $1M | Sell |
|
|||||
|
2022
Q3 | $1.16M | Sell |
|
|||||
|
2022
Q2 | $1.37M | Sell |
|
|||||
|
2022
Q1 | $2.53M | Buy |
|
|||||
|
2021
Q4 | $2.66M | Sell |
|
|||||
|
2021
Q3 | $3.75M | Sell |
|
|||||
|
2021
Q2 | $4.02M | Sell |
|
|||||
|
2021
Q1 | $4.49M | Buy |
|
|||||
|
2020
Q4 | $2.76M | Buy |
|
|||||
|
2020
Q3 | $1.34M | Sell |
|
|||||
|
2020
Q2 | $2.02M | Sell |
|
|||||
|
2020
Q1 | $1.78M | Sell |
|
|||||
|
2019
Q4 | $11.4M | Sell |
|
|||||
|
2019
Q3 | $10.3M | Buy |
|