FVWA
Foster Victor Wealth Advisors’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1M | Buy |
58,535
+5,259
| +10% | +$1.63M | 1.23% | 22 |
|
|
2025
Q1 | $17.6M | Sell |
53,276
-1,833
| -3% | -$605K | 1.41% | 14 |
|
|
2024
Q4 | $15.7M | Buy |
55,109
+9,364
| +20% | +$2.66M | 1.2% | 21 |
|
|
2024
Q3 | $15.9M | Buy |
45,745
+1,997
| +5% | +$692K | 1.27% | 22 |
|
|
2024
Q2 | $14.9M | Buy |
43,748
+4,844
| +12% | +$1.65M | 1.24% | 27 |
|
|
2024
Q1 | $13.7M | Buy |
38,904
+3,236
| +9% | +$1.14M | 1.25% | 31 |
|
|
2023
Q4 | $11.2M | Buy |
35,668
+2,009
| +6% | +$630K | 1.15% | 39 |
|
|
2023
Q3 | $9.7M | Buy |
33,659
+245
| +0.7% | +$70.6K | 1.13% | 41 |
|
|
2023
Q2 | $9.38M | Buy |
33,414
+3,887
| +13% | +$1.09M | 1.04% | 42 |
|
|
2023
Q1 | $7.57M | Buy |
29,527
+4,448
| +18% | +$1.14M | 0.92% | 46 |
|
|
2022
Q4 | $7.59M | Sell |
25,079
-1,436
| -5% | -$435K | 0.97% | 48 |
|
|
2022
Q3 | $7.77M | Buy |
26,515
+228
| +0.9% | +$66.8K | 1.13% | 37 |
|
|
2022
Q2 | $7.13M | Sell |
26,287
-3,378
| -11% | -$916K | 1.06% | 45 |
|
|
2022
Q1 | $7.41M | Buy |
29,665
+4,331
| +17% | +$1.08M | 1.01% | 42 |
|
|
2021
Q4 | $6.05M | Buy |
25,334
+5,228
| +26% | +$1.25M | 0.82% | 47 |
|
|
2021
Q3 | $4.02M | Buy |
20,106
+4,862
| +32% | +$973K | 0.64% | 55 |
|
|
2021
Q2 | $3.61M | Buy |
15,244
+3,426
| +29% | +$812K | 0.6% | 56 |
|
|
2021
Q1 | $2.9M | Buy |
11,818
+4,431
| +60% | +$1.09M | 0.54% | 58 |
|
|
2020
Q4 | $1.54M | Buy |
7,387
+2,633
| +55% | +$548K | 0.35% | 71 |
|
|
2020
Q3 | $805K | Buy |
4,754
+2,832
| +147% | +$480K | 0.22% | 76 |
|
|
2020
Q2 | $361K | Buy |
+1,922
| New | +$361K | 0.12% | 91 |
|
|
2019
Q2 | – | Sell |
-1,286
| Closed | -$207K | – | 97 |
|
|
2019
Q1 | $207K | Sell |
1,286
-338
| -21% | -$54.4K | 0.16% | 85 |
|
|
2018
Q4 | $308K | Buy |
+1,624
| New | +$308K | 0.29% | 60 |
|