Evercore Wealth Management, LLC Citigroup Inc Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Citigroup Inc stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 4,663 shares of C stock, worth $372,993. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,663

Previous 5,915 21.17%

Holding current value

$372,993

Previous $375,000 22.4%

% of portfolio

0.0%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$56.11 - $67.61 $70,249 - $84,647	-1,252 Reduced 21.17%	4,663 $291,000
Q2 2024 Aug 14, 2024	BUY	$57.02 - $64.74 $80,911 - $91,866	1,419 Added 31.56%	5,915 $375,000
Q1 2024 May 15, 2024	SELL	$51.11 - $63.24 $33,579 - $41,548	-657 Reduced 12.75%	4,496 $284,000
Q4 2023 Feb 14, 2024	BUY	$38.24 - $51.52 $197,050 - $265,482	5,153 New	5,153 $265,000
Q1 2023 May 15, 2023	BUY	$43.11 - $52.35 $196,581 - $238,716	4,560 New	4,560 $213,000
Q3 2022 Nov 14, 2022	SELL	$27.25 - $52.59 $62,675 - $120,957	-2,300 Reduced 23.68%	7,414 $309,000
Q2 2022 Aug 15, 2022	SELL	$45.69 - $54.09 $33,079 - $39,161	-724 Reduced 6.94%	9,714 $447,000
Q1 2022 May 16, 2022	SELL	$53.4 - $67.84 $16,020 - $20,352	-300 Reduced 2.79%	10,438 $557,000
Q4 2021 Feb 14, 2022	SELL	$58.28 - $72.53 $3,904 - $4,859	-67 Reduced 0.62%	10,738 $649,000
Q3 2021 Nov 15, 2021	SELL	$65.08 - $74.3 $14,382 - $16,420	-221 Reduced 2.0%	10,805 $758,000
Q2 2021 Aug 16, 2021	SELL	$67.61 - $79.86 $75,858 - $89,602	-1,122 Reduced 9.24%	11,026 $780,000
Q1 2021 May 17, 2021	BUY	$57.99 - $75.18 $17,107 - $22,178	295 Added 2.49%	12,148 $884,000
Q4 2020 Feb 16, 2021	BUY	$41.13 - $61.66 $7,855 - $11,777	191 Added 1.64%	11,853 $731,000
Q3 2020 Nov 16, 2020	SELL	$41.85 - $53.76 $55,953 - $71,877	-1,337 Reduced 10.29%	11,662 $503,000
Q2 2020 Aug 13, 2020	SELL	$37.49 - $61.24 $644,190 - $1.05 Million	-17,183 Reduced 56.93%	12,999 $664,000
Q1 2020 May 14, 2020	BUY	$35.39 - $81.91 $10,156 - $23,508	287 Added 0.96%	30,182 $1.27 Million
Q4 2019 Feb 13, 2020	BUY	$66.26 - $79.89 $3,246 - $3,914	49 Added 0.16%	29,895 $2.39 Million
Q3 2019 Nov 14, 2019	BUY	$61.32 - $73.01 $39,060 - $46,507	637 Added 2.18%	29,846 $2.06 Million
Q2 2019 Aug 13, 2019	SELL	$62.15 - $71.03 $201,552 - $230,350	-3,243 Reduced 9.99%	29,209 $2.05 Million
Q1 2019 May 14, 2019	BUY	$52.56 - $65.93 $423,318 - $531,000	8,054 Added 33.01%	32,452 $2.02 Million
Q4 2018 Feb 13, 2019	BUY	$49.26 - $72.62 $37,486 - $55,263	761 Added 3.22%	24,398 $1.27 Million
Q3 2018 Nov 13, 2018	BUY	$66.06 - $74.79 $209,806 - $237,533	3,176 Added 15.52%	23,637 $1.7 Million
Q2 2018 Aug 14, 2018	BUY	$65.46 - $72.86 $811,180 - $902,881	12,392 Added 153.58%	20,461 $1.37 Million
Q1 2018 May 15, 2018	SELL	$67.5 - $80.08 $10,800 - $12,812	-160 Reduced 1.94%	8,069 $545,000
Q4 2017 Feb 13, 2018	BUY	$71.33 - $77.1 $14,266 - $15,419	200 Added 2.49%	8,229 $612,000
Q3 2017 Nov 13, 2017	BUY	$65.95 - $72.74 $529,512 - $584,029	8,029	8,029 $584,000

Others Institutions Holding C

# of Institutions

2,048

Shares Held

1.35B

Call Options Held

73.1M

Put Options Held

83.7M

View Full List

About CITIGROUP INC

Ticker C
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 1,936,710,016
Market Cap $155B
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...

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Evercore Wealth Management, LLC Citigroup Inc Transaction History