Congress Wealth Management’s Cigna CI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.5M | Buy |
34,675
+13,535
| +64% | +$4.47M | 0.11% | 220 |
|
2025
Q1 | $6.95M | Buy |
21,140
+1,543
| +8% | +$507K | 0.08% | 272 |
|
2024
Q4 | $5.41M | Sell |
19,597
-10,734
| -35% | -$2.96M | 0.07% | 276 |
|
2024
Q3 | $10.5M | Buy |
30,331
+9,286
| +44% | +$3.22M | 0.14% | 204 |
|
2024
Q2 | $6.96M | Buy |
21,045
+15,645
| +290% | +$5.17M | 0.11% | 215 |
|
2024
Q1 | $1.96M | Sell |
5,400
-667
| -11% | -$242K | 0.03% | 319 |
|
2023
Q4 | $1.82M | Buy |
6,067
+761
| +14% | +$228K | 0.03% | 324 |
|
2023
Q3 | $1.52M | Buy |
5,306
+47
| +0.9% | +$13.4K | 0.03% | 332 |
|
2023
Q2 | $1.48M | Buy |
5,259
+3,757
| +250% | +$1.05M | 0.03% | 303 |
|
2023
Q1 | $384K | Sell |
1,502
-448
| -23% | -$115K | 0.01% | 449 |
|
2022
Q4 | $646K | Sell |
1,950
-9
| -0.5% | -$2.98K | 0.02% | 382 |
|
2022
Q3 | $543K | Buy |
1,959
+10
| +0.5% | +$2.77K | 0.01% | 392 |
|
2022
Q2 | $513K | Sell |
1,949
-57
| -3% | -$15K | 0.01% | 405 |
|
2022
Q1 | $481K | Buy |
2,006
+440
| +28% | +$106K | 0.01% | 449 |
|
2021
Q4 | $359K | Buy |
+1,566
| New | +$359K | 0.01% | 499 |
|