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