YWM
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Yoder Wealth Management’s Citigroup C Stock Holding History

Yoder Wealth Management’s Portfolio C Stock Details C Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$262K Hold
3,077
– – 0.14% 95
2025
Q1 		$218K Sell
3,077
-6
-0.2% -$426 0.12% 104
2024
Q4 		$217K Buy
+3,083
New +$217K 0.12% 103