Citigroup shares owned by Waller Financial Planning Group
Quarter-by-quarter ownership of Citigroup (C) shares owned by Waller Financial Planning Group
from 13F filings
Historical chart of Waller Financial Planning Group investment in Citigroup
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All positions including Citigroup held by Waller Financial Planning Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $207k | 4.0k | 51.44 |
2023-06-30 | $203k | 4.4k | 46.04 |
2022-12-31 | $235k | 5.2k | 45.23 |
2022-09-30 | $215k | 5.2k | 41.64 |
2022-06-30 | $231k | 5.0k | 46.08 |
2022-03-31 | $228k | 4.3k | 53.50 |
2021-12-31 | $274k | 4.5k | 60.33 |
2021-09-30 | $277k | 3.9k | 70.30 |
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