Citigroup shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Citigroup (C) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Citigroup
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Quarterly reported holdings in Citigroup by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $489k | 6.9k | 70.39 |
| 2024-09-30 | $458k | 7.3k | 62.60 |
| 2024-06-30 | $539k | 8.5k | 63.46 |
| 2024-03-31 | $555k | 8.8k | 63.24 |
| 2023-09-30 | $241k | 5.9k | 41.13 |
| 2023-06-30 | $397k | 8.6k | 46.04 |
| 2023-03-31 | $306k | 6.5k | 46.89 |
| 2022-12-31 | $296k | 6.6k | 45.23 |
| 2022-09-30 | $309k | 7.4k | 41.61 |
| 2022-06-30 | $256k | 5.6k | 46.06 |
| 2022-03-31 | $382k | 7.2k | 53.41 |
| 2021-12-31 | $404k | 6.7k | 60.37 |
| 2021-09-30 | $381k | 5.4k | 70.11 |
| 2021-06-30 | $400k | 5.6k | 70.82 |
| 2021-03-31 | $484k | 6.7k | 72.75 |
| 2020-12-31 | $416k | 6.7k | 61.70 |
| 2020-09-30 | $378k | 8.8k | 43.09 |
| 2020-06-30 | $501k | 9.8k | 51.08 |
| 2020-03-31 | $421k | 10k | 42.16 |
| 2019-12-31 | $724k | 9.1k | 79.89 |
| 2019-09-30 | $659k | 9.5k | 69.13 |
| 2019-06-30 | $701k | 10k | 70.06 |
| 2019-03-31 | $623k | 10k | 62.26 |
| 2018-12-31 | $518k | 10k | 52.01 |
| 2018-09-30 | $681k | 9.5k | 71.77 |
| 2018-06-30 | $637k | 9.5k | 66.89 |
| 2018-03-31 | $614k | 9.1k | 67.48 |
| 2017-12-31 | $660k | 8.9k | 74.42 |
| 2017-09-30 | $705k | 9.7k | 72.70 |
| 2017-06-30 | $584k | 8.7k | 66.83 |
| 2015-12-31 | $1.1M | 23k | 46.84 |
| 2015-09-30 | $1.4M | 27k | 53.54 |
| 2015-06-30 | $1.4M | 24k | 59.89 |
| 2014-03-31 | $1.2M | 24k | 48.18 |