CWP
Concord Wealth Partners’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Sell |
2,107
-70
| -3% | -$23.1K | 0.1% | 139 |
|
|
2025
Q1 | $716K | Buy |
2,177
+28
| +1% | +$9.21K | 0.12% | 134 |
|
|
2024
Q4 | $593K | Buy |
2,149
+332
| +18% | +$91.7K | 0.1% | 133 |
|
|
2024
Q3 | $629K | Buy |
1,817
+162
| +10% | +$56.1K | 0.11% | 123 |
|
|
2024
Q2 | $547K | Sell |
1,655
-194
| -10% | -$64.1K | 0.1% | 132 |
|
|
2024
Q1 | $671K | Buy |
1,849
+359
| +24% | +$130K | 0.12% | 123 |
|
|
2023
Q4 | $446K | Buy |
1,490
+414
| +38% | +$124K | 0.09% | 138 |
|
|
2023
Q3 | $308K | Buy |
1,076
+45
| +4% | +$12.9K | 0.07% | 152 |
|
|
2023
Q2 | $289K | Buy |
1,031
+17
| +2% | +$4.77K | 0.06% | 157 |
|
|
2023
Q1 | $259K | Sell |
1,014
-197
| -16% | -$50.4K | 0.07% | 133 |
|
|
2022
Q4 | $401K | Sell |
1,211
-147
| -11% | -$48.7K | 0.12% | 105 |
|
|
2022
Q3 | $377K | Buy |
1,358
+14
| +1% | +$3.89K | 0.12% | 111 |
|
|
2022
Q2 | $354K | Buy |
1,344
+63
| +5% | +$16.6K | 0.1% | 125 |
|
|
2022
Q1 | $307K | Buy |
1,281
+14
| +1% | +$3.36K | 0.08% | 133 |
|
|
2021
Q4 | $291K | Buy |
1,267
+788
| +165% | +$181K | 0.07% | 144 |
|
|
2021
Q3 | $96K | Sell |
479
-136
| -22% | -$27.3K | 0.04% | 139 |
|
|
2021
Q2 | $146K | Sell |
615
-108
| -15% | -$25.6K | 0.04% | 176 |
|
|
2021
Q1 | $175K | Sell |
723
-35
| -5% | -$8.47K | 0.06% | 142 |
|
|
2020
Q4 | $158K | Buy |
+758
| New | +$158K | 0.12% | 87 |
|