Wisconsin Capital Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-33,175
| Closed | -$1.53M | – | 47 |
|
|
2023
Q2 | $1.53M | Sell |
33,175
-16,500
| -33% | -$760K | 0.99% | 33 |
|
|
2023
Q1 | $2.33M | Sell |
49,675
-150
| -0.3% | -$7.03K | 1.59% | 28 |
|
|
2022
Q4 | $2.25M | Buy |
+49,825
| New | +$2.25M | 1.71% | 27 |
|
|
2014
Q4 | $1.17M | Buy |
21,645
+300
| +1% | +$16.2K | 0.42% | 66 |
|
|
2014
Q3 | $1.11M | Sell |
21,345
-8,150
| -28% | -$422K | 0.41% | 63 |
|
|
2014
Q2 | $1.39M | Sell |
29,495
-805
| -3% | -$37.9K | 0.51% | 57 |
|
|
2014
Q1 | $1.44M | Sell |
30,300
-3,040
| -9% | -$145K | 0.55% | 53 |
|
|
2013
Q4 | $1.74M | Buy |
33,340
+1,100
| +3% | +$57.3K | 0.68% | 52 |
|
|
2013
Q3 | $1.56M | Sell |
32,240
-8,900
| -22% | -$432K | 0.67% | 53 |
|
|
2013
Q2 | $1.97M | Buy |
+41,140
| New | +$1.97M | 0.84% | 46 |
|