Baker Tilly Wealth Management’s Cigna CI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$431K Sell
1,303
-164
-11% -$54.2K 0.15% 138
2025
Q1
$483K Buy
1,467
+187
+15% +$61.5K 0.19% 121
2024
Q4
$353K Sell
1,280
-204
-14% -$56.3K 0.14% 167
2024
Q3
$514K Sell
1,484
-196
-12% -$67.9K 0.23% 113
2024
Q2
$555K Sell
1,680
-1,620
-49% -$536K 0.23% 108
2024
Q1
$1.2M Sell
3,300
-629
-16% -$228K 0.22% 109
2023
Q4
$1.18M Sell
3,929
-87
-2% -$26.1K 0.19% 117
2023
Q3
$1.15M Sell
4,016
-444
-10% -$127K 0.19% 113
2023
Q2
$1.25M Buy
4,460
+362
+9% +$102K 0.13% 169
2023
Q1
$1.05M Sell
4,098
-27
-0.7% -$6.9K 0.12% 190
2022
Q4
$1.37M Buy
4,125
+236
+6% +$78.2K 0.17% 141
2022
Q3
$1.08M Sell
3,889
-29
-0.7% -$8.05K 0.15% 148
2022
Q2
$1.03M Buy
3,918
+72
+2% +$19K 0.14% 162
2022
Q1
$922K Buy
3,846
+309
+9% +$74.1K 0.1% 211
2021
Q4
$812K Buy
3,537
+529
+18% +$121K 0.09% 251
2021
Q3
$602K Buy
3,008
+685
+29% +$137K 0.08% 273
2021
Q2
$551K Sell
2,323
-186
-7% -$44.1K 0.09% 258
2021
Q1
$607K Buy
2,509
+932
+59% +$225K 0.12% 202
2020
Q4
$328K Buy
+1,577
New +$328K 0.1% 219