Venturi Wealth Management »

Citigroup shares owned by Venturi Wealth Management

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

Historical chart of Venturi Wealth Management investment in Citigroup

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Citigroup by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 16k 101.50
2025-06-30 $1.3M 15k 85.12
2025-03-31 $905k 13k 70.99
2024-12-31 $832k 12k 70.39
2024-09-30 $128k 2.0k 62.53
2024-06-30 $119k 1.9k 63.41
2024-03-31 $65k 1.0k 63.16
2023-12-31 $41k 796 51.31
2023-09-30 $21k 522 41.00
2023-06-30 $11k 237 45.78
2023-03-31 $8.6k 185 46.63
2019-09-30 $56k 807 69.39