A detailed history of Wealth Effects LLC transactions in Citigroup Inc stock. As of the latest transaction made, Wealth Effects LLC holds 8,850 shares of C stock, worth $610,650. This represents 0.22% of its overall portfolio holdings.

Number of Shares
8,850
Previous 9,500 6.84%
Holding current value
$610,650
Previous $602,000 7.97%
% of portfolio
0.22%
Previous 0.25%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$56.11 - $67.61 $36,471 - $43,946
-650 Reduced 6.84%
8,850 $554,000
Q2 2024

Aug 02, 2024

BUY
$57.02 - $64.74 $74,126 - $84,162
1,300 Added 15.85%
9,500 $602,000
Q1 2024

Apr 22, 2024

BUY
$51.11 - $63.24 $132,886 - $164,424
2,600 Added 46.43%
8,200 $518,000
Q3 2023

Oct 16, 2023

BUY
$40.22 - $47.88 $39,616 - $47,161
985 Added 21.34%
5,600 $230,000
Q2 2023

Jul 18, 2023

BUY
$44.23 - $50.4 $204,121 - $232,596
4,615 New
4,615 $212,000
Q2 2022

Aug 03, 2022

SELL
$45.69 - $54.09 $382,653 - $453,003
-8,375 Closed
0 $0
Q1 2022

May 16, 2022

SELL
$53.4 - $67.84 $153,418 - $194,904
-2,873 Reduced 25.54%
8,375 $447,000
Q4 2021

Feb 09, 2022

BUY
$58.28 - $72.53 $655,533 - $815,817
11,248 New
11,248 $679,000

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 $134B
  • 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 Wealth Effects LLC Portfolio

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

News

Stay updated on Wealth Effects LLC with notifications on news.