Citigroup shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Citigroup (C) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Citigroup
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All positions including Citigroup held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Citigroup by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $453k | 8.8k | 51.44 |
| 2023-09-30 | $455k | 11k | 41.13 |
| 2023-06-30 | $278k | 6.0k | 46.04 |
| 2023-03-31 | $2.2M | 49k | 45.23 |
| 2022-12-31 | $2.2M | 49k | 45.23 |
| 2022-09-30 | $2.0M | 49k | 41.67 |
| 2022-06-30 | $2.3M | 50k | 45.99 |
| 2022-03-31 | $2.7M | 50k | 53.40 |
| 2021-12-31 | $3.0M | 50k | 60.39 |
| 2021-09-30 | $3.5M | 50k | 70.18 |
More positions owned by Monticello Wealth Management
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