EHWM
Eads & Heald Wealth Management’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $816K | Buy |
2,469
+78
| +3% | +$25.8K | 0.4% | 95 |
|
|
2025
Q1 | $787K | Sell |
2,391
-81
| -3% | -$26.7K | 0.4% | 97 |
|
|
2024
Q4 | $683K | Sell |
2,472
-55
| -2% | -$15.2K | 0.34% | 100 |
|
|
2024
Q3 | $875K | Sell |
2,527
-68
| -3% | -$23.5K | 0.41% | 93 |
|
|
2024
Q2 | $858K | Buy |
2,595
+191
| +8% | +$63.2K | 0.41% | 91 |
|
|
2024
Q1 | $873K | Buy |
2,404
+237
| +11% | +$86.1K | 0.41% | 94 |
|
|
2023
Q4 | $649K | Buy |
2,167
+44
| +2% | +$13.2K | 0.31% | 103 |
|
|
2023
Q3 | $607K | Buy |
2,123
+35
| +2% | +$10K | 0.32% | 102 |
|
|
2023
Q2 | $586K | Buy |
2,088
+670
| +47% | +$188K | 0.29% | 104 |
|
|
2023
Q1 | $362K | Buy |
1,418
+126
| +10% | +$32.2K | 0.18% | 121 |
|
|
2022
Q4 | $428K | Buy |
1,292
+38
| +3% | +$12.6K | 0.22% | 117 |
|
|
2022
Q3 | $348K | Sell |
1,254
-7
| -0.6% | -$1.94K | 0.2% | 119 |
|
|
2022
Q2 | $332K | Buy |
1,261
+66
| +6% | +$17.4K | 0.18% | 122 |
|
|
2022
Q1 | $286K | Sell |
1,195
-6
| -0.5% | -$1.44K | 0.13% | 130 |
|
|
2021
Q4 | $276K | Sell |
1,201
-157
| -12% | -$36.1K | 0.12% | 134 |
|
|
2021
Q3 | $272K | Hold |
1,358
| – | – | 0.13% | 130 |
|
|
2021
Q2 | $322K | Sell |
1,358
-2
| -0.1% | -$474 | 0.16% | 122 |
|
|
2021
Q1 | $329K | Buy |
1,360
+37
| +3% | +$8.95K | 0.17% | 122 |
|
|
2020
Q4 | $275K | Buy |
1,323
+95
| +8% | +$19.7K | 0.15% | 119 |
|
|
2020
Q3 | $208K | Sell |
1,228
-88
| -7% | -$14.9K | 0.12% | 123 |
|
|
2020
Q2 | $247K | Buy |
1,316
+60
| +5% | +$11.3K | 0.15% | 116 |
|
|
2020
Q1 | $223K | Sell |
1,256
-5
| -0.4% | -$888 | 0.16% | 117 |
|
|
2019
Q4 | $258K | Buy |
+1,261
| New | +$258K | 0.14% | 123 |
|
|
2019
Q2 | – | Sell |
-1,248
| Closed | -$201K | – | 127 |
|
|
2019
Q1 | $201K | Sell |
1,248
-2,224
| -64% | -$358K | 0.12% | 126 |
|
|
2018
Q4 | $659K | Buy |
+3,472
| New | +$659K | 0.44% | 90 |
|