A detailed history of Bt Wealth Management LLC transactions in Citigroup Inc stock. As of the latest transaction made, Bt Wealth Management LLC holds 5,697 shares of C stock, worth $388,991. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,697
Previous 5,530 3.02%
Holding current value
$388,991
Previous $255,000 2.75%
% of portfolio
0.07%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 26, 2022

BUY
$45.69 - $54.09 $7,630 - $9,033
167 Added 3.02%
5,697 $262,000
Q2 2022

Jul 15, 2022

SELL
$45.69 - $54.09 $31,069 - $36,781
-680 Reduced 10.95%
5,530 $255,000
Q4 2021

Feb 11, 2022

BUY
$58.28 - $72.53 $361,918 - $450,411
6,210 New
6,210 $375,000
Q1 2019

Apr 15, 2019

SELL
$52.56 - $65.93 $192,001 - $240,842
-3,653 Closed
0 $0
Q4 2018

Feb 15, 2019

BUY
$49.26 - $72.62 $179,946 - $265,280
3,653 New
3,653 $228,000

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 $132B
  • 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 Bt Wealth Management LLC Portfolio

Follow Bt 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 Bt Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bt Wealth Management LLC with notifications on news.