Carson Wealth (CWM LLC)’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.3M | Buy |
76,427
+1,399
| +2% | +$462K | 0.09% | 199 |
|
|
2025
Q1 | $24.7M | Buy |
75,028
+6,127
| +9% | +$2.02M | 0.1% | 187 |
|
|
2024
Q4 | $19M | Sell |
68,901
-1,992
| -3% | -$550K | 0.08% | 208 |
|
|
2024
Q3 | $24.6M | Buy |
70,893
+298
| +0.4% | +$103K | 0.11% | 179 |
|
|
2024
Q2 | $23.3M | Sell |
70,595
-549
| -0.8% | -$181K | 0.11% | 176 |
|
|
2024
Q1 | $25.8M | Sell |
71,144
-1,998
| -3% | -$726K | 0.13% | 162 |
|
|
2023
Q4 | $21.9M | Sell |
73,142
-9,241
| -11% | -$2.77M | 0.12% | 172 |
|
|
2023
Q3 | $23.6M | Sell |
82,383
-6,987
| -8% | -$2M | 0.14% | 141 |
|
|
2023
Q2 | $25.1M | Sell |
89,370
-5,121
| -5% | -$1.44M | 0.16% | 128 |
|
|
2023
Q1 | $24.1M | Sell |
94,491
-14,312
| -13% | -$3.66M | 0.16% | 124 |
|
|
2022
Q4 | $36.1M | Sell |
108,803
-4,909
| -4% | -$1.63M | 0.27% | 77 |
|
|
2022
Q3 | $31.6M | Sell |
113,712
-10,690
| -9% | -$2.97M | 0.25% | 79 |
|
|
2022
Q2 | $32.8M | Buy |
124,402
+4,250
| +4% | +$1.12M | 0.25% | 82 |
|
|
2022
Q1 | $28.8M | Buy |
120,152
+756
| +0.6% | +$181K | 0.2% | 93 |
|
|
2021
Q4 | $27.4M | Buy |
+119,396
| New | +$27.4M | 0.19% | 109 |
|
|
2021
Q2 | $25.1M | Hold |
105,811
| – | – | 0.2% | 103 |
|
|
2021
Q1 | $25.1M | Hold |
105,811
| – | – | 0.2% | 103 |
|
|
2020
Q4 | $25.1M | Hold |
105,811
| – | – | 0.2% | 103 |
|
|
2020
Q3 | $25.1M | Hold |
105,811
| – | – | 0.2% | 103 |
|
|
2020
Q2 | $25.1M | Hold |
105,811
| – | – | 0.2% | 103 |
|
|
2020
Q1 | $25.1M | Hold |
105,811
| – | – | 0.2% | 103 |
|
|
2019
Q4 | $25.1M | Hold |
105,811
| – | – | 0.2% | 103 |
|
|
2019
Q3 | $25.1M | Hold |
105,811
| – | – | 0.2% | 103 |
|
|
2019
Q2 | $25.1M | Hold |
105,811
| – | – | 0.2% | 103 |
|
|
2019
Q1 | $25.1M | Buy |
105,811
+104,707
| +9,484% | +$24.8M | 0.2% | 103 |
|
|
2018
Q4 | $210K | Buy |
1,104
+1,083
| +5,157% | +$206K | 0.01% | 589 |
|
|
2018
Q3 | $4K | Sell |
21
-17
| -45% | -$3.24K | ﹤0.01% | 1377 |
|
|
2018
Q2 | $6K | Buy |
38
+6
| +19% | +$947 | ﹤0.01% | 1134 |
|
|
2018
Q1 | $5K | Hold |
32
| – | – | ﹤0.01% | 1004 |
|
|
2017
Q4 | $6K | Buy |
32
+14
| +78% | +$2.63K | ﹤0.01% | 1018 |
|
|
2017
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 1187 |
|
|
2017
Q2 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 945 |
|
|
2017
Q1 | – | Sell |
-37
| Closed | -$5K | – | 1188 |
|
|
2016
Q4 | $5K | Buy |
+37
| New | +$5K | ﹤0.01% | 845 |
|
|
2014
Q1 | – | Sell |
-136
| Closed | -$12K | – | 198 |
|
|
2013
Q4 | $12K | Buy |
136
+45
| +49% | +$3.97K | ﹤0.01% | 388 |
|
|
2013
Q3 | $7K | Buy |
+91
| New | +$7K | ﹤0.01% | 348 |
|