Citigroup shares owned by WCG Wealth Advisors
Historical chart of WCG Wealth Advisors investment in Citigroup
Tip: Access up to 7 years of quarterly data
All positions including Citigroup held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Citigroup by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 10k | 101.50 |
| 2025-06-30 | $1.1M | 14k | 85.12 |
| 2025-03-31 | $786k | 11k | 71.03 |
| 2024-12-31 | $815k | 12k | 70.42 |
| 2024-09-30 | $701k | 11k | 62.58 |
| 2024-06-30 | $666k | 11k | 63.48 |