A detailed history of Philip James Wealth Mangement, LLC transactions in Citigroup Inc stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 3,362 shares of C stock, worth $330,316. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,362
Previous 6,678 49.66%
Holding current value
$330,316
Previous $568 Million 39.97%
% of portfolio
0.04%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025

SELL
$85.57 - $103.49 $283,750 - $343,172
-3,316 Reduced 49.66%
3,362 $341 Million
Q2 2025

Jul 18, 2025

SELL
$58.13 - $85.12 $200,897 - $294,174
-3,456 Reduced 34.1%
6,678 $568 Million
Q1 2025

Apr 24, 2025

SELL
$67.23 - $84.63 $55,330 - $69,650
-823 Reduced 7.51%
10,134 $719 Million
Q4 2024

Jan 31, 2025

SELL
$61.31 - $72.5 $15,143 - $17,907
-247 Reduced 2.2%
10,957 $771 Million
Q3 2024

Oct 31, 2024

BUY
$56.11 - $67.61 $628,656 - $757,502
11,204 New
11,204 $701 Million

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 $190B
  • 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
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