Barton Investment 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 | $357K | Hold |
1,080
| – | – | 0.04% | 41 |
|
|
2025
Q1 | $355K | Hold |
1,080
| – | – | 0.04% | 41 |
|
|
2024
Q4 | $298K | Hold |
1,080
| – | – | 0.03% | 40 |
|
|
2024
Q3 | $374K | Hold |
1,080
| – | – | 0.05% | 41 |
|
|
2024
Q2 | $357K | Hold |
1,080
| – | – | 0.05% | 39 |
|
|
2024
Q1 | $392K | Hold |
1,080
| – | – | 0.05% | 38 |
|
|
2023
Q4 | $323K | Sell |
1,080
-418
| -28% | -$125K | 0.04% | 41 |
|
|
2023
Q3 | $429K | Hold |
1,498
| – | – | 0.07% | 36 |
|
|
2023
Q2 | $420K | Hold |
1,498
| – | – | 0.06% | 36 |
|
|
2023
Q1 | $383K | Sell |
1,498
-152
| -9% | -$38.8K | 0.07% | 36 |
|
|
2022
Q4 | $547K | Hold |
1,650
| – | – | 0.11% | 34 |
|
|
2022
Q3 | $458K | Sell |
1,650
-165
| -9% | -$45.8K | 0.09% | 34 |
|
|
2022
Q2 | $478K | Sell |
1,815
-400
| -18% | -$105K | 0.1% | 34 |
|
|
2022
Q1 | $531K | Hold |
2,215
| – | – | 0.07% | 36 |
|
|
2021
Q4 | $509K | Sell |
2,215
-425
| -16% | -$97.7K | 0.04% | 36 |
|
|
2021
Q3 | $528K | Hold |
2,640
| – | – | 0.04% | 33 |
|
|
2021
Q2 | $625K | Hold |
2,640
| – | – | 0.05% | 32 |
|
|
2021
Q1 | $638K | Sell |
2,640
-351
| -12% | -$84.8K | 0.06% | 32 |
|
|
2020
Q4 | $623K | Hold |
2,991
| – | – | 0.05% | 30 |
|
|
2020
Q3 | $506K | Hold |
2,991
| – | – | 0.05% | 31 |
|
|
2020
Q2 | $561K | Hold |
2,991
| – | – | 0.06% | 30 |
|
|
2020
Q1 | $530K | Sell |
2,991
-300
| -9% | -$53.2K | 0.08% | 31 |
|
|
2019
Q4 | $673K | Hold |
3,291
| – | – | 0.1% | 30 |
|
|
2019
Q3 | $500K | Hold |
3,291
| – | – | 0.08% | 31 |
|
|
2019
Q2 | $518K | Sell |
3,291
-200
| -6% | -$31.5K | 0.08% | 31 |
|
|
2019
Q1 | $561K | Hold |
3,491
| – | – | 0.09% | 32 |
|
|
2018
Q4 | $663K | Buy |
3,491
+351
| +11% | +$66.7K | 0.13% | 29 |
|
|
2018
Q3 | $653K | Hold |
3,140
| – | – | 0.1% | 29 |
|
|
2018
Q2 | $533K | Hold |
3,140
| – | – | 0.09% | 32 |
|
|
2018
Q1 | $527K | Sell |
3,140
-285
| -8% | -$47.8K | 0.1% | 31 |
|
|
2017
Q4 | $696K | Hold |
3,425
| – | – | 0.15% | 28 |
|
|
2017
Q3 | $640K | Buy |
3,425
+300
| +10% | +$56.1K | 0.15% | 28 |
|
|
2017
Q2 | $523K | Sell |
3,125
-90
| -3% | -$15.1K | 0.14% | 29 |
|
|
2017
Q1 | $470K | Sell |
3,215
-65
| -2% | -$9.5K | 0.14% | 35 |
|
|
2016
Q4 | $437K | Hold |
3,280
| – | – | 0.15% | 32 |
|
|
2016
Q3 | $427K | Sell |
3,280
-300
| -8% | -$39.1K | 0.14% | 31 |
|
|
2016
Q2 | $458K | Hold |
3,580
| – | – | 0.17% | 32 |
|
|
2016
Q1 | $491K | Hold |
3,580
| – | – | 0.13% | 35 |
|
|
2015
Q4 | $524K | Hold |
3,580
| – | – | 0.17% | 27 |
|
|
2015
Q3 | $483K | Hold |
3,580
| – | – | 0.18% | 33 |
|
|
2015
Q2 | $580K | Hold |
3,580
| – | – | 0.21% | 31 |
|
|
2015
Q1 | $463K | Sell |
3,580
-909
| -20% | -$118K | 0.17% | 37 |
|
|
2014
Q4 | $462K | Sell |
4,489
-400
| -8% | -$41.2K | 0.18% | 37 |
|
|
2014
Q3 | $443K | Hold |
4,889
| – | – | 0.17% | 37 |
|
|
2014
Q2 | $450K | Hold |
4,889
| – | – | 0.18% | 36 |
|
|
2014
Q1 | $409K | Sell |
4,889
-5,826
| -54% | -$487K | 0.17% | 39 |
|
|
2013
Q4 | $937K | Sell |
10,715
-480
| -4% | -$42K | 0.38% | 24 |
|
|
2013
Q3 | $860K | Hold |
11,195
| – | – | 0.39% | 23 |
|
|
2013
Q2 | $812K | Buy |
+11,195
| New | +$812K | 0.42% | 24 |
|