WAM
Worth Asset Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,754
| Closed | -$408K | – | 150 |
|
|
2025
Q1 | $408K | Buy |
+5,754
| New | +$408K | 0.22% | 75 |
|
|
2024
Q1 | – | Sell |
-8,540
| Closed | -$439K | – | 123 |
|
|
2023
Q4 | $439K | Buy |
+8,540
| New | +$439K | 0.31% | 63 |
|
|
2023
Q3 | – | Sell |
-125
| Closed | -$5.76K | – | 133 |
|
|
2023
Q2 | $5.76K | Buy |
+125
| New | +$5.76K | ﹤0.01% | 348 |
|