Citigroup shares owned by Wealth Effects
Historical chart of Wealth Effects investment in Citigroup
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All positions including Citigroup held by Wealth Effects consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Citigroup by Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 17k | 101.50 |
| 2025-06-30 | $1.4M | 17k | 85.12 |
| 2025-03-31 | $966k | 14k | 70.99 |
| 2024-12-31 | $630k | 9.0k | 70.39 |
| 2024-09-30 | $554k | 8.9k | 62.60 |
| 2024-06-30 | $603k | 9.5k | 63.46 |
| 2024-03-31 | $519k | 8.2k | 63.24 |
| 2023-12-31 | $288k | 5.6k | 51.44 |
| 2023-09-30 | $230k | 5.6k | 41.13 |
| 2023-06-30 | $213k | 4.6k | 46.04 |
| 2022-03-31 | $447k | 8.4k | 53.37 |
| 2021-12-31 | $679k | 11k | 60.37 |