Citigroup shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of Citigroup (C) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb Wealth Management investment in Citigroup
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Quarterly reported holdings in Citigroup by SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $392k | 6.4k | 61.69 |
| 2020-09-30 | $737k | 17k | 43.12 |
| 2020-06-30 | $917k | 18k | 51.13 |
| 2020-03-31 | $914k | 22k | 42.12 |
| 2019-12-31 | $2.3M | 28k | 79.89 |
| 2019-09-30 | $1.4M | 21k | 69.10 |
| 2019-06-30 | $1.5M | 22k | 70.04 |
| 2019-03-31 | $1.4M | 22k | 62.24 |
| 2018-12-31 | $1.1M | 21k | 52.05 |
| 2018-09-30 | $1.7M | 24k | 71.73 |
| 2018-06-30 | $1.6M | 24k | 66.91 |
| 2018-03-31 | $385k | 5.3k | 72.82 |
| 2017-12-31 | $358k | 4.8k | 74.41 |
| 2017-09-30 | $385k | 5.3k | 72.82 |
| 2017-06-30 | $347k | 5.2k | 66.82 |
| 2017-03-31 | $297k | 5.0k | 59.76 |
| 2016-12-31 | $302k | 5.1k | 59.50 |
| 2016-09-30 | $308k | 6.5k | 47.20 |
| 2016-06-30 | $367k | 8.6k | 42.44 |
| 2016-03-31 | $974k | 23k | 41.77 |
| 2015-12-31 | $1.6M | 31k | 51.73 |
| 2015-09-30 | $1.5M | 30k | 49.61 |
| 2015-06-30 | $1.5M | 28k | 55.24 |
| 2015-03-31 | $1.4M | 27k | 51.51 |
| 2014-12-31 | $379k | 7.0k | 54.10 |
| 2014-09-30 | $346k | 6.7k | 51.84 |
| 2014-06-30 | $302k | 6.4k | 47.04 |
| 2014-03-31 | $251k | 5.3k | 47.55 |
More positions owned by SVA Plumb Wealth Management
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