EWM
Evercore Wealth Management’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776K | Buy |
2,348
+178
| +8% | +$58.8K | 0.01% | 231 |
|
|
2025
Q1 | $714K | Sell |
2,170
-110
| -5% | -$36.2K | 0.01% | 240 |
|
|
2024
Q4 | $630K | Hold |
2,280
| – | – | 0.01% | 251 |
|
|
2024
Q3 | $790K | Sell |
2,280
-198
| -8% | -$68.6K | 0.01% | 239 |
|
|
2024
Q2 | $819K | Sell |
2,478
-36
| -1% | -$11.9K | 0.01% | 231 |
|
|
2024
Q1 | $913K | Buy |
2,514
+16
| +0.6% | +$5.81K | 0.01% | 225 |
|
|
2023
Q4 | $748K | Buy |
2,498
+16
| +0.6% | +$4.79K | 0.01% | 240 |
|
|
2023
Q3 | $710K | Buy |
2,482
+26
| +1% | +$7.44K | 0.01% | 236 |
|
|
2023
Q2 | $689K | Sell |
2,456
-9
| -0.4% | -$2.53K | 0.01% | 244 |
|
|
2023
Q1 | $630K | Buy |
2,465
+12
| +0.5% | +$3.07K | 0.01% | 251 |
|
|
2022
Q4 | $813K | Buy |
2,453
+101
| +4% | +$33.5K | 0.02% | 229 |
|
|
2022
Q3 | $653K | Hold |
2,352
| – | – | 0.01% | 230 |
|
|
2022
Q2 | $620K | Buy |
2,352
+129
| +6% | +$34K | 0.01% | 250 |
|
|
2022
Q1 | $533K | Sell |
2,223
-35
| -2% | -$8.39K | 0.01% | 275 |
|
|
2021
Q4 | $519K | Sell |
2,258
-25
| -1% | -$5.75K | 0.01% | 279 |
|
|
2021
Q3 | $457K | Sell |
2,283
-134
| -6% | -$26.8K | 0.01% | 300 |
|
|
2021
Q2 | $573K | Sell |
2,417
-13
| -0.5% | -$3.08K | 0.01% | 278 |
|
|
2021
Q1 | $587K | Sell |
2,430
-163
| -6% | -$39.4K | 0.01% | 276 |
|
|
2020
Q4 | $540K | Buy |
2,593
+66
| +3% | +$13.7K | 0.01% | 276 |
|
|
2020
Q3 | $428K | Sell |
2,527
-134
| -5% | -$22.7K | 0.01% | 279 |
|
|
2020
Q2 | $500K | Buy |
2,661
+20
| +0.8% | +$3.76K | 0.01% | 258 |
|
|
2020
Q1 | $468K | Buy |
2,641
+26
| +1% | +$4.61K | 0.02% | 252 |
|
|
2019
Q4 | $534K | Hold |
2,615
| – | – | 0.01% | 273 |
|
|
2019
Q3 | $397K | Sell |
2,615
-41
| -2% | -$6.22K | 0.01% | 297 |
|
|
2019
Q2 | $418K | Sell |
2,656
-289
| -10% | -$45.5K | 0.01% | 299 |
|
|
2019
Q1 | $473K | Sell |
2,945
-871
| -23% | -$140K | 0.02% | 278 |
|
|
2018
Q4 | $725K | Buy |
3,816
+1,092
| +40% | +$207K | 0.03% | 213 |
|
|
2018
Q3 | $567K | Buy |
2,724
+1,224
| +82% | +$255K | 0.02% | 265 |
|
|
2018
Q2 | $255K | Buy |
+1,500
| New | +$255K | 0.01% | 352 |
|
|
2018
Q1 | – | Sell |
-474
| Closed | -$96K | – | 423 |
|
|
2017
Q4 | $96K | Hold |
474
| – | – | ﹤0.01% | 468 |
|
|
2017
Q3 | $89K | Sell |
474
-25
| -5% | -$4.69K | ﹤0.01% | 483 |
|
|
2017
Q2 | $84K | Hold |
499
| – | – | ﹤0.01% | 503 |
|
|
2017
Q1 | $73K | Buy |
499
+41
| +9% | +$6K | ﹤0.01% | 535 |
|
|
2016
Q4 | $61K | Buy |
458
+202
| +79% | +$26.9K | ﹤0.01% | 566 |
|
|
2016
Q3 | $33K | Sell |
256
-188
| -42% | -$24.2K | ﹤0.01% | 684 |
|
|
2016
Q2 | $57K | Sell |
444
-278
| -39% | -$35.7K | ﹤0.01% | 552 |
|
|
2016
Q1 | $99K | Buy |
722
+29
| +4% | +$3.98K | ﹤0.01% | 458 |
|
|
2015
Q4 | $101K | Buy |
693
+622
| +876% | +$90.7K | ﹤0.01% | 473 |
|
|
2015
Q3 | $10K | Buy |
+71
| New | +$10K | ﹤0.01% | 833 |
|
|
2015
Q1 | – | Sell |
-46
| Closed | -$5K | – | 997 |
|
|
2014
Q4 | $5K | Hold |
46
| – | – | ﹤0.01% | 791 |
|
|
2014
Q3 | $4K | Hold |
46
| – | – | ﹤0.01% | 879 |
|
|
2014
Q2 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 927 |
|
|
2013
Q4 | – | Sell |
-78
| Closed | -$6K | – | 864 |
|
|
2013
Q3 | $6K | Buy |
+78
| New | +$6K | ﹤0.01% | 812 |
|