Asset Planning,Inc C Holdings History
Asset Planning,Inc's Citigroup Inc Holding Summary
As of 2025-03-31, Asset Planning,Inc held 8,070.00 shares of Citigroup Inc(C), totaling $572,890.00. This investment constitutes 0.45% of their stock portfolio, and Asset Planning,Inc now holds 0% of the outstanding Citigroup Inc(C) stock.
The initial trade took place in 2025Q1. And since then Asset Planning,Inc has made 1 purchases of C, at an average price of $76.25, for a total of 8,070.00 shares. Based on historical transaction data and C's current price of $86.18, Asset Planning,Inc's estimated gain on his C holdings is $80,135.10, reflecting a 13.02% gain to date.
Asset Planning,Inc C ($86.18) Holding Chart
Asset Planning,Inc C ($86.18) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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