AWM
Avior Wealth Management’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Buy |
1,569
+13
| +0.8% | +$3.51K | 0.01% | 476 |
|
|
2025
Q1 | $417K | Buy |
1,556
+44
| +3% | +$11.8K | 0.02% | 457 |
|
|
2024
Q4 | $338K | Buy |
1,512
+355
| +31% | +$79.4K | 0.01% | 559 |
|
|
2024
Q3 | $301K | Buy |
1,157
+635
| +122% | +$165K | 0.01% | 587 |
|
|
2024
Q2 | $77.7K | Sell |
522
-406
| -44% | -$60.4K | ﹤0.01% | 945 |
|
|
2024
Q1 | $233K | Buy |
928
+512
| +123% | +$128K | 0.01% | 667 |
|
|
2023
Q4 | $38.6K | Sell |
416
-4
| -1% | -$372 | ﹤0.01% | 777 |
|
|
2023
Q3 | $38.1K | Sell |
420
-8
| -2% | -$725 | ﹤0.01% | 817 |
|
|
2023
Q2 | $39.6K | Hold |
428
| – | – | ﹤0.01% | 816 |
|
|
2023
Q1 | $36.1K | Buy |
428
+27
| +7% | +$2.28K | ﹤0.01% | 847 |
|
|
2022
Q4 | $37.7K | Hold |
401
| – | – | ﹤0.01% | 671 |
|
|
2022
Q3 | $31K | Buy |
401
+98
| +32% | +$7.58K | ﹤0.01% | 674 |
|
|
2022
Q2 | $4K | Hold |
303
| – | – | ﹤0.01% | 872 |
|
|
2022
Q1 | $3K | Buy |
303
+5
| +2% | +$50 | ﹤0.01% | 940 |
|
|
2021
Q4 | $2K | Sell |
298
-3
| -1% | -$20 | ﹤0.01% | 965 |
|
|
2021
Q3 | $2K | Buy |
301
+13
| +5% | +$86 | ﹤0.01% | 926 |
|
|
2021
Q2 | $0 | Hold |
288
| – | – | ﹤0.01% | 1042 |
|
|
2021
Q1 | $0 | Hold |
288
| – | – | ﹤0.01% | 1024 |
|
|
2020
Q4 | $0 | Sell |
288
-9
| -3% | – | ﹤0.01% | 990 |
|
|
2020
Q3 | $1K | Sell |
297
-1,436
| -83% | -$4.84K | ﹤0.01% | 857 |
|
|
2020
Q2 | $270K | Sell |
1,733
-178
| -9% | -$27.7K | 0.04% | 346 |
|
|
2020
Q1 | $287K | Sell |
1,911
-89
| -4% | -$13.4K | 0.06% | 279 |
|
|
2019
Q4 | $349K | Sell |
2,000
-4,274
| -68% | -$746K | 0.06% | 291 |
|
|
2019
Q3 | $908K | Sell |
6,274
-259
| -4% | -$37.5K | 0.16% | 130 |
|
|
2019
Q2 | $984K | Buy |
6,533
+586
| +10% | +$88.3K | 0.18% | 125 |
|
|
2019
Q1 | $956K | Buy |
5,947
+1,037
| +21% | +$167K | 0.2% | 110 |
|
|
2018
Q4 | $932K | Buy |
+4,910
| New | +$932K | 0.22% | 100 |
|
|
2018
Q2 | – | Sell |
-4
| Closed | -$1K | – | 787 |
|
|
2018
Q1 | $1K | Sell |
4
-50
| -93% | -$12.5K | ﹤0.01% | 713 |
|
|
2017
Q4 | $11K | Buy |
54
+4
| +8% | +$815 | ﹤0.01% | 585 |
|
|
2017
Q3 | $9K | Hold |
50
| – | – | ﹤0.01% | 342 |
|
|
2017
Q2 | $8K | Hold |
50
| – | – | ﹤0.01% | 328 |
|
|
2017
Q1 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 383 |
|