York Bridge Wealth Partners, LLC Citigroup Inc Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 15, 2022	SELL	$53.4 - $67.84 $178,302 - $226,517	-3,339 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$58.28 - $72.53 $2,914 - $3,626	50 Added 1.52%	3,339 $202,000
Q3 2021 Oct 22, 2021	SELL	$65.08 - $74.3 $650,865 - $743,074	-10,001 Reduced 75.25%	3,289 $231,000
Q2 2021 Jul 22, 2021	BUY	$67.61 - $79.86 $684,889 - $808,981	10,130 Added 320.57%	13,290 $940,000
Q1 2021 Apr 15, 2021	SELL	$57.99 - $75.18 $564,996 - $732,478	-9,743 Reduced 75.51%	3,160 $230,000
Q4 2020 Jan 19, 2021	SELL	$41.13 - $61.66 $52,852 - $79,233	-1,285 Reduced 9.06%	12,903 $796,000
Q3 2020 Oct 19, 2020	SELL	$41.85 - $53.76 $11,257 - $14,461	-269 Reduced 1.86%	14,188 $612,000
Q2 2020 Jul 20, 2020	SELL	$37.49 - $61.24 $10,084 - $16,473	-269 Reduced 1.83%	14,457 $739,000
Q1 2020 Apr 16, 2020	SELL	$35.39 - $81.91 $5,980 - $13,842	-169 Reduced 1.13%	14,726 $620,000
Q4 2019 Jan 17, 2020	BUY	$66.26 - $79.89 $21,865 - $26,363	330 Added 2.27%	14,895 $1.19 Million
Q3 2019 Oct 21, 2019	SELL	$61.32 - $73.01 $192,544 - $229,251	-3,140 Reduced 17.74%	14,565 $1.01 Million
Q2 2019 Jul 18, 2019	BUY	$62.15 - $71.03 $5,220 - $5,966	84 Added 0.48%	17,705 $1.24 Million
Q1 2019 May 09, 2019	BUY	$52.56 - $65.93 $6,464 - $8,109	123 Added 0.7%	17,621 $1.1 Million
Q4 2018 Feb 14, 2019	SELL	$49.26 - $72.62 $5,270 - $7,770	-107 Reduced 0.61%	17,498 $911,000
Q3 2018 Nov 14, 2018	SELL	$66.06 - $74.79 $12,221 - $13,836	-185 Reduced 1.04%	17,605 $1.27 Million
Q2 2018 Aug 10, 2018	BUY	$65.46 - $72.86 $23,565 - $26,229	360 Added 2.07%	17,790 $1.19 Million
Q4 2017 Feb 12, 2018	SELL	$71.33 - $77.1 $19,829 - $21,433	-278 Reduced 1.57%	17,430 $1.28 Million
Q3 2017 Oct 27, 2017	SELL	$65.95 - $72.74 $16,355 - $18,039	-248 Reduced 1.38%	17,708 $1.29 Million
Q2 2017 Aug 14, 2017	BUY	N/A	17,956	17,956 $1.23 Million

Others Institutions Holding C

# of Institutions

2,029

Shares Held

1.35B

Call Options Held

73.2M

Put Options Held

83.7M

Vanguard Group Inc Valley Forge, PA

168M
Shares

$11.9 Billion
0.19% of portfolio
Black Rock Inc. New York, NY

160M
Shares

$11.3 Billion
0.23% of portfolio
State Street Corp Boston, MA

81.7M
Shares

$5.79 Billion
0.21% of portfolio
Warren Buffett Berkshire Hathaway Inc | Omaha, Ne

55.2M
Shares

$3.92 Billion
1.32% of portfolio
Geode Capital Management, LLC Boston, MA

39.9M
Shares

$2.83 Billion
0.21% of portfolio

View Full List

About CITIGROUP INC

Ticker C
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 1,936,710,016
Market Cap $137B
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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