Focused Wealth Management’s Cigna CI Stock Holding History

Focused Wealth Management’s Portfolio CI Stock Details CI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$274K	Buy	830 +14	+2%	+$4.63K	0.03%	133
2025 Q1	$268K	Buy	816 +4	+0.5%	+$1.32K	0.04%	127
2024 Q4	$224K	Buy	812 +4	+0.5%	+$1.11K	0.03%	142
2024 Q3	$280K	Buy	808 +3	+0.4%	+$1.04K	0.04%	142
2024 Q2	$266K	Sell	805 -15	-2%	-$4.96K	0.04%	123
2024 Q1	$298K	Buy	820 +3	+0.4%	+$1.09K	0.05%	112
2023 Q4	$245K	Buy	817 +1	+0.1%	+$299	0.04%	120
2023 Q3	$234K	Hold	816	–	–	0.04%	126
2023 Q2	$229K	Hold	816	–	–	0.04%	129
2023 Q1	$209K	Hold	816	–	–	0.04%	142
2022 Q4	$270K	Hold	816	–	–	0.05%	109
2022 Q3	$226K	Buy	816 +1	+0.1%	+$277	0.05%	118
2022 Q2	$215K	Sell	815 -11	-1%	-$2.9K	0.04%	130
2022 Q1	$198K	Sell	826 -700	-46%	-$168K	0.03%	148
2021 Q4	$350K	Buy	1,526 +75	+5%	+$17.2K	0.05%	112
2021 Q3	$290K	Buy	1,451 +1	+0.1%	+$200	0.05%	128
2021 Q2	$344K	Hold	1,450	–	–	0.06%	119
2021 Q1	$351K	Buy	1,450 +625	+76%	+$151K	0.06%	118
2020 Q4	$172K	Hold	825	–	–	0.03%	166
2020 Q3	$140K	Hold	825	–	–	0.03%	177
2020 Q2	$155K	Hold	825	–	–	0.04%	159
2020 Q1	$146K	Hold	825	–	–	0.04%	145
2019 Q4	$169K	Buy	825 +100	+14%	+$20.5K	0.04%	173
2019 Q3	$110K	Sell	725 -100	-12%	-$15.2K	0.03%	218
2019 Q2	$130K	Sell	825 -1,535	-65%	-$242K	0.03%	201
2019 Q1	$380K	Sell	2,360 -300	-11%	-$48.3K	0.12%	97
2018 Q4	$505K	Buy	2,660 +850	+47%	+$161K	0.17%	87
2018 Q3	$377K	Hold	1,810	–	–	0.13%	96
2018 Q2	$308K	Buy	1,810 +1,050	+138%	+$179K	0.11%	107
2018 Q1	$127K	Hold	760	–	–	0.04%	219
2017 Q4	$154K	Hold	760	–	–	0.05%	187
2017 Q3	$142K	Hold	760	–	–	0.05%	138
2017 Q2	$127K	Hold	760	–	–	0.05%	195
2017 Q1	$111K	Hold	760	–	–	0.04%	206
2016 Q4	$101K	Hold	760	–	–	0.04%	214
2016 Q3	$99K	Hold	760	–	–	0.04%	206
2016 Q2	$97K	Hold	760	–	–	0.04%	203
2016 Q1	$104K	Hold	760	–	–	0.06%	136
2015 Q4	$111K	Hold	760	–	–	0.06%	142
2015 Q3	$103K	Hold	760	–	–	0.07%	136
2015 Q2	$123K	Sell	760 -190	-20%	-$30.8K	0.08%	120
2015 Q1	$123K	Hold	950	–	–	0.08%	119
2014 Q4	$98K	Hold	950	–	–	0.07%	130
2014 Q3	$86K	Buy	+950	New	+$86K	0.07%	144