Citigroup shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Citigroup (C) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Citigroup
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Quarterly reported holdings in Citigroup by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $209k | 4.1k | 51.44 |
| 2023-09-30 | $274k | 6.7k | 41.13 |
| 2023-06-30 | $559k | 12k | 46.04 |
| 2023-03-31 | $565k | 12k | 46.89 |
| 2022-12-31 | $547k | 12k | 45.23 |
| 2022-09-30 | $496k | 12k | 41.69 |
| 2022-06-30 | $556k | 12k | 46.00 |
| 2022-03-31 | $644k | 12k | 53.43 |
| 2021-12-31 | $948k | 16k | 60.36 |
| 2021-09-30 | $808k | 12k | 70.17 |
| 2021-06-30 | $815k | 12k | 70.78 |
| 2021-03-31 | $930k | 13k | 72.79 |
| 2020-12-31 | $2.1M | 35k | 61.67 |
| 2020-09-30 | $1.5M | 35k | 43.11 |
| 2020-06-30 | $1.9M | 37k | 51.09 |
| 2020-03-31 | $1.3M | 31k | 42.11 |
| 2019-12-31 | $2.5M | 31k | 79.88 |
| 2019-09-30 | $2.2M | 33k | 69.09 |
| 2019-06-30 | $2.4M | 35k | 70.03 |
| 2019-03-31 | $2.3M | 36k | 62.21 |
| 2018-12-31 | $225k | 4.3k | 51.98 |
| 2018-09-30 | $311k | 4.3k | 71.84 |
| 2018-06-30 | $317k | 4.7k | 66.88 |
| 2018-03-31 | $328k | 4.9k | 67.43 |
| 2017-12-31 | $350k | 4.7k | 74.50 |
| 2017-09-30 | $341k | 4.7k | 72.74 |
| 2017-06-30 | $313k | 4.7k | 66.92 |