Number of Shares
126,610.00
Current Holdings Value*
$10.78 Mil
% of Portfolio
0.48%
Total Estimate Gain
$4.41 Mil
% of Total Estimate Gain
12.54%

Chesley Taft & Associates LLC's Citigroup Inc Holding Summary

As of 2025-06-30, Chesley Taft & Associates LLC held 126,610.00 shares of Citigroup Inc(C), totaling $10.78 Mil. This investment constitutes 0.48% 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 15 purchases of C, at an average price of $62.96, for a total of 558,747.00 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 $94.00, Chesley Taft & Associates LLC's estimated gain on his C holdings is $4.41 Mil, reflecting a 12.54% gain to date.

Chesley Taft & Associates LLC C ($94.00) Holding Chart

Chesley Taft & Associates LLC C ($94.00) 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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