Avitas Wealth Management’s Cigna CI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.57M | Buy |
16,556
+1,978
| +14% | +$546K | 0.63% | 39 |
|
|
2024
Q3 | $5.05M | Buy |
14,578
+116
| +0.8% | +$40.2K | 0.71% | 34 |
|
|
2024
Q2 | $4.78M | Sell |
14,462
-38
| -0.3% | -$12.6K | 0.7% | 35 |
|
|
2024
Q1 | $5.27M | Buy |
14,500
+15
| +0.1% | +$5.45K | 0.8% | 36 |
|
|
2023
Q4 | $4.34M | Buy |
14,485
+266
| +2% | +$79.7K | 0.73% | 37 |
|
|
2023
Q3 | $4.07M | Sell |
14,219
-2,948
| -17% | -$843K | 0.77% | 32 |
|
|
2023
Q2 | $4.82M | Buy |
17,167
+3,166
| +23% | +$888K | 0.87% | 30 |
|
|
2023
Q1 | $3.58M | Sell |
14,001
-140
| -1% | -$35.8K | 0.7% | 41 |
|
|
2022
Q4 | $4.69M | Sell |
14,141
-123
| -0.9% | -$40.8K | 0.99% | 29 |
|
|
2022
Q3 | $3.96M | Buy |
14,264
+106
| +0.7% | +$29.4K | 0.91% | 29 |
|
|
2022
Q2 | $3.73M | Buy |
14,158
+218
| +2% | +$57.4K | 0.82% | 36 |
|
|
2022
Q1 | $3.34M | Buy |
+13,940
| New | +$3.34M | 0.6% | 53 |
|
|
2019
Q3 | – | Sell |
-3,335
| Closed | -$525K | – | 175 |
|
|
2019
Q2 | $525K | Buy |
+3,335
| New | +$525K | 0.15% | 143 |
|