CITIGROUP INC

Ticker: C CUSIP: 172967424 Class: COM NEW

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 17,242 Value ($000) $2,012 Avg Close $103.64 Range $93.10 - $122.84
Q3 2025
Shares 17,548 Value ($000) $1,781 Avg Close $94.11 Range $83.72 - $104.96
Q2 2025
Shares 17,716 Value ($000) $1,508 Avg Close $71.20 Range $54.39 - $84.38
Q1 2025
Shares 17,686 Value ($000) $1,256 Avg Close $74.53 Range $64.71 - $83.02
Q4 2024
Shares 17,875 Value ($000) $1,258 Avg Close $65.38 Range $58.76 - $71.40
Q3 2024
Shares 17,908 Value ($000) $1,121 Avg Close $59.42 Range $51.61 - $64.78
Q2 2024
Shares 17,843 Value ($000) $1,132 Avg Close $58.71 Range $53.73 - $62.07
Q1 2024
Shares 16,421 Value ($000) $1,038 Avg Close $52.53 Range $47.38 - $60.01
Q4 2023
Shares 15,964 Value ($000) $821 Avg Close $41.35 Range $35.35 - $48.59
Q3 2023
Shares 16,272 Value ($000) $669 Avg Close $40.46 Range $36.99 - $44.97
Q2 2023
Shares 16,739 Value ($000) $771 Avg Close $42.74 Range $40.01 - $45.68
Q1 2023
Shares 16,665 Value ($000) $781 Avg Close $44.28 Range $38.04 - $47.73
Q4 2022
Shares 16,759 Value ($000) $758 Avg Close $40.56 Range $35.47 - $45.34
Q3 2022
Shares 26,578 Value ($000) $1,108 Avg Close $43.67 Range $36.88 - $48.36
Q2 2022
Shares 26,826 Value ($000) $1,234 Avg Close $43.77 Range $39.73 - $47.62
Q1 2022
Shares 27,593 Value ($000) $1,473 Avg Close $53.50 Range $46.36 - $60.04
Q4 2021
Shares 27,310 Value ($000) $1,649 Avg Close $57.18 Range $49.64 - $63.09
Q3 2021
Shares 26,194 Value ($000) $1,838 Avg Close $59.69 Range $54.67 - $63.88
Q2 2021
Shares 25,443 Value ($000) $1,800 Avg Close $62.72 Range $57.02 - $68.20
Q1 2021
Shares 25,907 Value ($000) $1,885 Avg Close $56.18 Range $48.42 - $64.22
Q4 2020
Shares 26,651 Value ($000) $1,643 Avg Close $42.37 Range $33.64 - $51.80
Q3 2020
Shares 27,622 Value ($000) $1,191 Avg Close $41.02 Range $34.12 - $45.47
Q2 2020
Shares 27,889 Value ($000) $1,425 Avg Close $38.68 Range $29.68 - $51.10
Q1 2020
Shares 28,852 Value ($000) $1,215 Avg Close $54.19 Range $25.90 - $66.82
Q4 2019
Shares 29,095 Value ($000) $2,324 Avg Close $59.26 Range $51.72 - $64.66
Q3 2019
Shares 28,658 Value ($000) $1,980 Avg Close $54.15 Range $48.47 - $57.91
Q2 2019
Shares 30,422 Value ($000) $2,130 Avg Close $52.89 Range $49.08 - $56.64
Q1 2019
Shares 27,226 Value ($000) $1,695 Avg Close $48.78 Range $39.61 - $52.61
Q3 2018
Shares 28,460 Value ($000) $2,058 Avg Close $54.77 Range $50.85 - $58.42
Q2 2018
Shares 31,226 Value ($000) $2,094 Avg Close $53.03 Range $49.68 - $56.56
Q1 2018
Shares 30,745 Value ($000) $2,112 Avg Close $57.64 Range $51.84 - $61.72
Q3 2017
Shares 28,150 Value ($000) $2,048 Avg Close $51.91 Range $49.67 - $55.57