Citigroup shares owned by IVC Wealth Advisors
Historical chart of IVC Wealth Advisors investment in Citigroup
Tip: Access up to 7 years of quarterly data
All positions including Citigroup held by IVC Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Citigroup by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $258k | 2.5k | 101.50 |
| 2025-06-30 | $215k | 2.5k | 85.12 |
| 2025-03-31 | $210k | 3.0k | 70.99 |
| 2024-12-31 | $236k | 3.4k | 70.39 |
| 2024-09-30 | $214k | 3.4k | 62.60 |
| 2024-06-30 | $215k | 3.4k | 63.46 |
| 2024-03-31 | $215k | 3.4k | 63.24 |