Number of Shares
114,781.00
Current Holdings Value*
$8.15 Mil
% of Portfolio
0.39%
Total Estimate Gain
$3.05 Mil
% of Total Estimate Gain
8.88%

Chesley Taft & Associates LLC's Citigroup Inc Holding Summary

As of 2025-03-31, Chesley Taft & Associates LLC held 114,781.00 shares of Citigroup Inc(C), totaling $8.15 Mil. This investment constitutes 0.39% of their stock portfolio, and Chesley Taft & Associates LLC now holds 0.01% of the outstanding Citigroup Inc(C) stock.

The initial trade took place in 2017Q3. And since then Chesley Taft & Associates LLC has made 14 purchases of C, at an average price of $62.76, for a total of 546,918.00 shares. In addition, there have been 8 sales at an average price of $64.08 for 432,137.00 shares. Based on historical transaction data and C's current price of $84.37, Chesley Taft & Associates LLC's estimated gain on his C holdings is $3.05 Mil, reflecting a 8.88% gain to date.

Chesley Taft & Associates LLC C ($84.37) Holding Chart

Chesley Taft & Associates LLC C ($84.37) 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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