A detailed history of Whalen Wealth Management Inc. transactions in Citigroup Inc stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 4,883 shares of C stock, worth $450,359. This represents 0.26% of its overall portfolio holdings.

Number of Shares
4,883
Holding current value
$450,359
% of portfolio
0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

BUY
$58.13 - $85.12 $283,848 - $415,640
4,883 New
4,883 $416 Million
Q4 2024

Jan 17, 2025

BUY
$61.31 - $72.5 $816,158 - $965,120
13,312 New
13,312 $937 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 $179B
  • 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 Whalen Wealth Management Inc. Portfolio

Follow Whalen Wealth Management Inc. 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 Whalen Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Whalen Wealth Management Inc. with notifications on news.