Capital Planning Advisors’s Cigna CI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $267K | Sell |
|
|||||
|
2025
Q1 | $279K | Buy |
|
|||||
|
2024
Q4 | $221K | Sell |
|
|||||
|
2024
Q3 | $1.14M | Hold |
|
|||||
|
2024
Q2 | $1.09M | Sell |
|
|||||
|
2024
Q1 | $1.22M | Hold |
|
|||||
|
2023
Q4 | $1M | Sell |
|
|||||
|
2023
Q3 | $964K | Buy |
|
|||||
|
2023
Q2 | $944K | Sell |
|
|||||
|
2023
Q1 | $883K | Sell |
|
|||||
|
2022
Q4 | $1.16M | Hold |
|
|||||
|
2022
Q3 | $968K | Buy |
|
|||||
|
2022
Q2 | $917K | Buy |
|
|||||
|
2022
Q1 | $815K | Hold |
|
|||||
|
2021
Q4 | $781K | Hold |
|
|||||
|
2021
Q3 | $681K | Hold |
|
|||||
|
2021
Q2 | $807K | Buy |
|
|||||
|
2021
Q1 | $604K | Hold |
|
|||||
|
2020
Q4 | $520K | Hold |
|
|||||
|
2020
Q3 | $424K | Sell |
|
|||||
|
2020
Q2 | $471K | Buy |
|
|||||
|
2020
Q1 | $443K | Hold |
|
|||||
|
2019
Q4 | $511K | Hold |
|
|||||
|
2019
Q3 | $379K | Hold |
|
|||||
|
2019
Q2 | $394K | Sell |
|
|||||
|
2019
Q1 | $408K | Buy |
|
|||||
|
2018
Q4 | $475K | Hold |
|
|||||
|
2018
Q3 | $521K | Hold |
|
|||||
|
2018
Q2 | $425K | Hold |
|
|||||
|
2018
Q1 | $419K | Hold |
|
|||||
|
2017
Q4 | $508K | Buy |
|