BCWM
Bartlett & Co Wealth Management’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $899K | Buy |
2,719
+12
| +0.4% | +$3.97K | 0.01% | 264 |
|
|
2025
Q1 | $891K | Sell |
2,707
-66
| -2% | -$21.7K | 0.01% | 268 |
|
|
2024
Q4 | $766K | Hold |
2,773
| – | – | 0.01% | 284 |
|
|
2024
Q3 | $961K | Hold |
2,773
| – | – | 0.01% | 260 |
|
|
2024
Q2 | $917K | Sell |
2,773
-1
| -0% | -$331 | 0.01% | 264 |
|
|
2024
Q1 | $1.01M | Sell |
2,774
-482
| -15% | -$175K | 0.02% | 267 |
|
|
2023
Q4 | $975K | Buy |
3,256
+5
| +0.2% | +$1.5K | 0.02% | 278 |
|
|
2023
Q3 | $930K | Sell |
3,251
-61
| -2% | -$17.5K | 0.02% | 266 |
|
|
2023
Q2 | $929K | Buy |
3,312
+2,109
| +175% | +$592K | 0.02% | 279 |
|
|
2023
Q1 | $307K | Sell |
1,203
-331
| -22% | -$84.6K | 0.01% | 341 |
|
|
2022
Q4 | $508K | Sell |
1,534
-8
| -0.5% | -$2.65K | 0.01% | 289 |
|
|
2022
Q3 | $428K | Sell |
1,542
-152
| -9% | -$42.2K | 0.01% | 300 |
|
|
2022
Q2 | $446K | Buy |
1,694
+43
| +3% | +$11.3K | 0.01% | 292 |
|
|
2022
Q1 | $396K | Hold |
1,651
| – | – | 0.01% | 315 |
|
|
2021
Q4 | $379K | Buy |
1,651
+334
| +25% | +$76.7K | 0.01% | 331 |
|
|
2021
Q3 | $264K | Sell |
1,317
-13
| -1% | -$2.6K | 0.01% | 317 |
|
|
2021
Q2 | $315K | Sell |
1,330
-74
| -5% | -$17.5K | 0.01% | 298 |
|
|
2021
Q1 | $339K | Sell |
1,404
-107
| -7% | -$25.9K | 0.01% | 286 |
|
|
2020
Q4 | $315K | Buy |
1,511
+734
| +94% | +$153K | 0.01% | 289 |
|
|
2020
Q3 | $132K | Sell |
777
-146
| -16% | -$24.7K | ﹤0.01% | 351 |
|
|
2020
Q2 | $173K | Sell |
923
-278
| -23% | -$52.2K | ﹤0.01% | 325 |
|
|
2020
Q1 | $213K | Sell |
1,201
-219
| -15% | -$38.8K | 0.01% | 292 |
|
|
2019
Q4 | $290K | Hold |
1,420
| – | – | 0.01% | 291 |
|
|
2019
Q3 | $216K | Buy |
1,420
+833
| +142% | +$126K | 0.01% | 320 |
|
|
2019
Q2 | $92.5K | Sell |
587
-170
| -22% | -$26.8K | ﹤0.01% | 338 |
|
|
2019
Q1 | $122K | Buy |
757
+4
| +0.5% | +$643 | ﹤0.01% | 292 |
|
|
2018
Q4 | $143K | Buy |
+753
| New | +$143K | 0.01% | 277 |
|