Citigroup shares owned by Whalen Wealth Management
Quarter-by-quarter ownership of Citigroup (C) shares owned by Whalen Wealth Management
from 13F filings
Historical chart of Whalen Wealth Management investment in Citigroup
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All positions including Citigroup held by Whalen Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Citigroup by Whalen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $459k | 4.5k | 101.50 |
| 2025-06-30 | $416k | 4.9k | 85.12 |
| 2024-12-31 | $937k | 13k | 70.39 |