AWM

Aries Wealth Management’s Cigna CI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.27M	Sell	3,827 -85	-2%	-$28.1K	0.33%	76
2025 Q1	$1.29M	Sell	3,912 -2	-0.1%	-$658	0.35%	73
2024 Q4	$1.08M	Hold	3,914	–	–	0.3%	81
2024 Q3	$1.36M	Buy	3,914 +92	+2%	+$31.9K	0.37%	69
2024 Q2	$1.26M	Sell	3,822 -182	-5%	-$60.2K	0.4%	64
2024 Q1	$1.45M	Hold	4,004	–	–	0.47%	54
2023 Q4	$1.2M	Sell	4,004 -60	-1%	-$18K	0.43%	64
2023 Q3	$1.27M	Buy	4,064 +60	+1%	+$18.7K	0.5%	58
2023 Q2	$1.12M	Hold	4,004	–	–	0.44%	66
2023 Q1	$1.02M	Hold	4,004	–	–	0.42%	69
2022 Q4	$1.33M	Sell	4,004 -90	-2%	-$29.8K	0.57%	53
2022 Q3	$1.32M	Hold	4,094	–	–	0.59%	49
2022 Q2	$1.08M	Buy	+4,094	New	+$1.08M	0.49%	54
2022 Q1	–	Sell	-4,094	Closed	-$940K	–	98
2021 Q4	$940K	Hold	4,094	–	–	0.36%	70
2021 Q3	$819K	Hold	4,094	–	–	0.35%	74
2021 Q2	$971K	Sell	4,094 -450	-10%	-$107K	0.42%	64
2021 Q1	$1.13M	Sell	4,544 -177	-4%	-$44.1K	0.51%	55
2020 Q4	$1.04M	Hold	4,721	–	–	0.52%	53
2020 Q3	$800K	Sell	4,721 -121	-2%	-$20.5K	0.45%	54
2020 Q2	$909K	Hold	4,842	–	–	0.55%	51
2020 Q1	$817K	Sell	4,842 -151	-3%	-$25.5K	0.62%	47
2019 Q4	$1.03M	Hold	4,993	–	–	0.63%	42
2019 Q3	$761K	Sell	4,993 -92	-2%	-$14K	0.51%	55
2019 Q2	$831K	Hold	5,085	–	–	0.58%	49
2019 Q1	$818K	Buy	5,085 +200	+4%	+$32.2K	0.61%	47
2018 Q4	$928K	Buy	4,885 +535	+12%	+$102K	0.98%	36
2018 Q3	$906K	Hold	4,350	–	–	0.81%	38
2018 Q2	$780K	Hold	4,350	–	–	0.72%	46
2018 Q1	$739K	Hold	4,350	–	–	0.72%	42
2017 Q4	$958K	Buy	+4,350	New	+$958K	0.88%	34