Ownership history in Winch Advisory Services, LLC · 28 quarters on record
This page tracks every 13F SEC filing in which Winch Advisory Services, LLC reported a position in Citigroup, Inc. (C). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 36,925 | -433 | -1.2% | 0.95% | $4.3M | $116.08 |
| 2025 Q3 | REDUCED | 37,358 | -14 | -0.0% | 0.85% | $3.8M | $100.38 |
| 2025 Q2 | ADDED | 37,372 | +225 | +0.6% | 0.78% | $3.2M | $83.63 |
| 2025 Q1 | REDUCED | 37,147 | -125 | -0.3% | 0.70% | $2.6M | $69.19 |
| 2024 Q4 | REDUCED | 37,272 | -64 | -0.2% | 0.68% | $2.6M | $68.13 |
| 2024 Q3 | REDUCED | 37,336 | -359 | -1.0% | 0.65% | $2.3M | $60.06 |
| 2024 Q2 | ADDED | 37,695 | +596 | +1.6% | 0.68% | $2.4M | $60.31 |
| 2024 Q1 | ADDED | 37,099 | +92 | +0.2% | 0.72% | $2.3M | $59.58 |
| 2023 Q4 | ADDED | 37,007 | +946 | +2.6% | 0.63% | $1.9M | $48.00 |
| 2023 Q3 | ADDED | 36,061 | +289 | +0.8% | 0.54% | $1.5M | $37.89 |
As of 2025 Q4 — sorted by position size