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Citigroup shares owned by Fullcircle Wealth

Quarter-by-quarter ownership of Citigroup (C) shares owned by Fullcircle Wealth from 13F filings

Historical chart of Fullcircle Wealth investment in Citigroup

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All positions including Citigroup held by Fullcircle Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Fullcircle Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $742k 12k 64.16
2024-06-30 $611k 9.6k 63.66

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United Parcel Service CL B (UPS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
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Microsoft Corporation (MSFT)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Snowflake Cl A (SNOW)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Unilever Spon Adr New (UL)
Spdr Ser Tr Bloomberg High Y (JNK)
Texas Instruments Incorporated (TXN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Fullcircle Wealth

Top funds holding Citigroup

Vanguard Group
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BlackRock
State Street Corporation
Berkshire Hathaway
Susquehanna International
Geode Capital Management
T. Rowe Price Associates
Franklin Resources
Bank of America Corporation
Citadel Advisors
Fisher Investments
Bank of New York Mellon
Morgan Stanley
Royal Bank of Canada

View all funds holding Citigroup