A detailed history of Accurate Wealth Management, LLC transactions in Citigroup Inc stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 9,579 shares of C stock, worth $609,799. This represents 0.14% of its overall portfolio holdings.

Number of Shares
9,579
Previous 4,441 115.69%
Holding current value
$609,799
Previous $280,000 116.79%
% of portfolio
0.14%
Previous 0.08%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$57.02 - $64.74 $292,968 - $332,634
5,138 Added 115.69%
9,579 $607,000
Q1 2024

Apr 22, 2024

SELL
$51.11 - $63.24 $58,878 - $72,852
-1,152 Reduced 20.6%
4,441 $280,000
Q4 2023

Jan 12, 2024

SELL
$38.24 - $51.52 $19,578 - $26,378
-512 Reduced 8.39%
5,593 $287,000
Q3 2023

Oct 23, 2023

BUY
$40.22 - $47.88 $20,069 - $23,892
499 Added 8.9%
6,105 $251,000
Q2 2023

Jul 24, 2023

SELL
$44.23 - $50.4 $8,801 - $10,029
-199 Reduced 3.43%
5,606 $258,000
Q1 2023

Apr 13, 2023

BUY
$43.11 - $52.35 $35,048 - $42,560
813 Added 16.29%
5,805 $272,000
Q4 2022

Jan 11, 2023

SELL
$40.3 - $50.19 $28,693 - $35,735
-712 Reduced 12.48%
4,992 $0
Q3 2022

Nov 14, 2022

BUY
$27.25 - $52.59 $155,434 - $299,973
5,704 New
5,704 $341,000

Others Institutions Holding C

About CITIGROUP INC


  • Ticker C
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 1,936,710,016
  • Market Cap $123B
  • Description
  • Citigroup Inc., a diversified financial services holding company, provides various financial products and services to consumers, corporations, governments, and institutions in North America, Latin America, Asia, Europe, the Middle East, and Africa. The company operates in two segments, Global Consumer Banking (GCB) and Institutional Clients Grou...
More about C
Track This Portfolio

Track Accurate Wealth Management, LLC Portfolio

Follow Accurate Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accurate Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accurate Wealth Management, LLC with notifications on news.