EWA
EP Wealth Advisors’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Sell |
9,674
-50
| -0.5% | -$16.5K | 0.02% | 332 |
|
|
2025
Q1 | $3.2M | Sell |
9,724
-302
| -3% | -$99.4K | 0.03% | 284 |
|
|
2024
Q4 | $2.77M | Sell |
10,026
-741
| -7% | -$205K | 0.02% | 301 |
|
|
2024
Q3 | $3.73M | Buy |
10,767
+5,333
| +98% | +$1.85M | 0.03% | 252 |
|
|
2024
Q2 | $1.8M | Buy |
5,434
+633
| +13% | +$209K | 0.02% | 298 |
|
|
2024
Q1 | $1.74M | Sell |
4,801
-165
| -3% | -$59.9K | 0.02% | 291 |
|
|
2023
Q4 | $1.49M | Buy |
4,966
+406
| +9% | +$122K | 0.02% | 303 |
|
|
2023
Q3 | $1.3M | Sell |
4,560
-12,168
| -73% | -$3.48M | 0.02% | 290 |
|
|
2023
Q2 | $1.25M | Buy |
16,728
+15,476
| +1,236% | +$1.16M | 0.02% | 297 |
|
|
2023
Q1 | $448K | Buy |
+1,252
| New | +$448K | 0.01% | 417 |
|
|
2022
Q4 | – | Sell |
-20,247
| Closed | -$5.62M | – | 626 |
|
|
2022
Q3 | $5.62M | Buy |
20,247
+17,429
| +618% | +$4.84M | 0.13% | 106 |
|
|
2022
Q2 | $743K | Sell |
2,818
-148
| -5% | -$39K | 0.02% | 305 |
|
|
2022
Q1 | $711K | Buy |
2,966
+470
| +19% | +$113K | 0.02% | 317 |
|
|
2021
Q4 | $573K | Sell |
2,496
-170
| -6% | -$39K | 0.01% | 332 |
|
|
2021
Q3 | $534K | Sell |
2,666
-165
| -6% | -$33.1K | 0.01% | 321 |
|
|
2021
Q2 | $671K | Buy |
2,831
+24
| +0.9% | +$5.69K | 0.02% | 289 |
|
|
2021
Q1 | $679K | Buy |
2,807
+297
| +12% | +$71.8K | 0.02% | 274 |
|
|
2020
Q4 | $522K | Buy |
2,510
+7
| +0.3% | +$1.46K | 0.02% | 258 |
|
|
2020
Q3 | $424K | Sell |
2,503
-17
| -0.7% | -$2.88K | 0.02% | 247 |
|
|
2020
Q2 | $473K | Sell |
2,520
-347
| -12% | -$65.1K | 0.02% | 244 |
|
|
2020
Q1 | $508K | Sell |
2,867
-53
| -2% | -$9.39K | 0.02% | 249 |
|
|
2019
Q4 | $597K | Sell |
2,920
-226
| -7% | -$46.2K | 0.02% | 258 |
|
|
2019
Q3 | $478K | Sell |
3,146
-24
| -0.8% | -$3.65K | 0.02% | 225 |
|
|
2019
Q2 | $499K | Sell |
3,170
-66
| -2% | -$10.4K | 0.03% | 195 |
|
|
2019
Q1 | $520K | Buy |
+3,236
| New | +$520K | 0.05% | 163 |
|
|
2018
Q4 | – | Sell |
-2,903
| Closed | -$605K | – | 266 |
|
|
2018
Q3 | $605K | Buy |
2,903
+217
| +8% | +$45.2K | 0.05% | 162 |
|
|
2018
Q2 | $456K | Buy |
+2,686
| New | +$456K | 0.04% | 126 |
|