CWS
Confluence Wealth Services’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Hold |
1,505
| – | – | 0.03% | 244 |
|
|
2025
Q1 | $507K | Sell |
1,505
-7
| -0.5% | -$2.36K | 0.03% | 229 |
|
|
2024
Q4 | $446K | Buy |
1,512
+98
| +7% | +$28.9K | 0.03% | 234 |
|
|
2024
Q3 | $490K | Sell |
1,414
-34
| -2% | -$11.8K | 0.04% | 225 |
|
|
2024
Q2 | $479K | Sell |
1,448
-19
| -1% | -$6.28K | 0.04% | 230 |
|
|
2024
Q1 | $533K | Buy |
1,467
+80
| +6% | +$29.1K | 0.05% | 200 |
|
|
2023
Q4 | $415K | Sell |
1,387
-28
| -2% | -$8.39K | 0.05% | 207 |
|
|
2023
Q3 | $405K | Hold |
1,415
| – | – | 0.08% | 179 |
|
|
2023
Q2 | $397K | Sell |
1,415
-15
| -1% | -$4.21K | 0.08% | 184 |
|
|
2023
Q1 | $365K | Buy |
1,430
+119
| +9% | +$30.4K | 0.09% | 171 |
|
|
2022
Q4 | $434K | Hold |
1,311
| – | – | 0.11% | 153 |
|
|
2022
Q3 | $363K | Sell |
1,311
-159
| -11% | -$44K | 0.15% | 161 |
|
|
2022
Q2 | $420K | Sell |
1,470
-2
| -0.1% | -$571 | 0.18% | 170 |
|
|
2022
Q1 | $352K | Sell |
1,472
-8
| -0.5% | -$1.91K | 0.13% | 171 |
|
|
2021
Q4 | $339K | Buy |
+1,480
| New | +$339K | 0.11% | 175 |
|