Citigroup shares owned by HCR Wealth Advisors
Historical chart of HCR Wealth Advisors investment in Citigroup
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All positions including Citigroup held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Citigroup by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $892k | 17k | 51.44 |
| 2023-09-30 | $594k | 14k | 41.13 |
| 2023-06-30 | $746k | 16k | 46.04 |
| 2023-03-31 | $773k | 17k | 46.89 |
| 2022-12-31 | $751k | 17k | 45.23 |
| 2022-09-30 | $823k | 20k | 41.65 |
| 2022-06-30 | $922k | 20k | 45.97 |
| 2022-03-31 | $1.5M | 29k | 53.38 |
| 2021-12-31 | $1.9M | 31k | 60.40 |
| 2021-09-30 | $2.4M | 35k | 70.18 |
| 2021-06-30 | $2.2M | 31k | 70.75 |
| 2021-03-31 | $1.8M | 25k | 72.74 |
| 2020-12-31 | $1.8M | 29k | 61.67 |
| 2020-09-30 | $703k | 17k | 42.61 |
| 2020-06-30 | $811k | 16k | 50.65 |
| 2020-03-31 | $675k | 16k | 42.14 |
| 2019-12-31 | $1.2M | 16k | 79.90 |
| 2019-09-30 | $985k | 14k | 70.77 |
| 2019-06-30 | $922k | 13k | 70.06 |
| 2019-03-31 | $459k | 7.4k | 62.17 |
| 2018-12-31 | $1.0M | 20k | 52.04 |
| 2018-09-30 | $1.7M | 26k | 67.20 |
| 2018-06-30 | $1.7M | 25k | 68.21 |
| 2018-03-31 | $1.5M | 22k | 67.49 |
| 2017-12-31 | $1.6M | 21k | 74.39 |
| 2017-09-30 | $1.5M | 21k | 72.76 |
| 2017-06-30 | $447k | 6.7k | 66.90 |
| 2017-03-31 | $969k | 16k | 59.83 |
| 2016-12-31 | $473k | 8.0k | 59.44 |