CWA
CM Wealth Advisors’s Cincinnati Financial CINF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Hold |
1,904
| – | – | 0.08% | 73 |
|
|
2025
Q1 | $283K | Hold |
1,904
| – | – | 0.09% | 71 |
|
|
2024
Q4 | $275K | Hold |
1,904
| – | – | 0.09% | 70 |
|
|
2024
Q3 | $261K | Hold |
1,904
| – | – | 0.08% | 74 |
|
|
2024
Q2 | $226K | Hold |
1,904
| – | – | 0.11% | 68 |
|
|
2024
Q1 | $223K | Buy |
+1,904
| New | +$223K | 0.06% | 165 |
|
|
2023
Q3 | – | Sell |
-1,904
| Closed | -$209K | – | 94 |
|
|
2023
Q2 | $209K | Sell |
1,904
-83
| -4% | -$9.1K | 0.07% | 150 |
|
|
2023
Q1 | $202K | Buy |
+1,987
| New | +$202K | 0.04% | 370 |
|
|
2022
Q3 | – | Sell |
-1,800
| Closed | -$215K | – | 70 |
|
|
2022
Q2 | $215K | Buy |
+1,800
| New | +$215K | 0.13% | 67 |
|