Citigroup shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of Citigroup (C) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in Citigroup
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Quarterly reported holdings in Citigroup by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 57k | 101.50 |
| 2025-06-30 | $5.0M | 59k | 85.12 |
| 2025-03-31 | $4.1M | 57k | 70.99 |
| 2024-12-31 | $3.8M | 54k | 70.39 |
| 2024-09-30 | $3.5M | 56k | 62.60 |
| 2024-06-30 | $3.5M | 55k | 63.46 |
| 2024-03-31 | $3.5M | 56k | 63.24 |
| 2023-12-31 | $2.6M | 52k | 51.44 |
| 2023-09-30 | $1.5M | 38k | 41.13 |
| 2021-12-31 | $401k | 6.6k | 60.37 |