Compass Wealth Management LLC C Holdings History
Compass Wealth Management LLC's Citigroup Inc Holding Summary
As of 2025-03-31, Compass Wealth Management LLC held 53,345.00 shares of Citigroup Inc(C), totaling $3.79 Mil. This investment constitutes 0.97% of their stock portfolio, and Compass Wealth Management LLC now holds 0% of the outstanding Citigroup Inc(C) stock.
The initial trade took place in 2022Q4. And since then Compass Wealth Management LLC has made 7 purchases of C, at an average price of $48.33, for a total of 95,959.00 shares. In addition, there have been 2 sales at an average price of $76.17 for 42,614.00 shares. Based on historical transaction data and C's current price of $93.75, Compass Wealth Management LLC's estimated gain on his C holdings is $3.61 Mil, reflecting a 77.81% gain to date.
Compass Wealth Management LLC C ($93.75) Holding Chart
Compass Wealth Management LLC C ($93.75) 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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