HCR Wealth Advisors’s Cigna CI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $267K | Hold |
807
| – | – | 0.03% | 196 |
|
2025
Q1 | $266K | Sell |
807
-5
| -0.6% | -$1.65K | 0.03% | 195 |
|
2024
Q4 | $224K | Hold |
812
| – | – | 0.03% | 212 |
|
2024
Q3 | $281K | Sell |
812
-10
| -1% | -$3.46K | 0.04% | 186 |
|
2024
Q2 | $272K | Buy |
822
+10
| +1% | +$3.31K | 0.04% | 181 |
|
2024
Q1 | $295K | Hold |
812
| – | – | 0.04% | 172 |
|
2023
Q4 | $243K | Buy |
812
+5
| +0.6% | +$1.5K | 0.04% | 173 |
|
2023
Q3 | $231K | Sell |
807
-14
| -2% | -$4.01K | 0.05% | 148 |
|
2023
Q2 | $230K | Hold |
821
| – | – | 0.04% | 157 |
|
2023
Q1 | $210K | Hold |
821
| – | – | 0.04% | 163 |
|
2022
Q4 | $272K | Hold |
821
| – | – | 0.06% | 141 |
|
2022
Q3 | $228K | Sell |
821
-4
| -0.5% | -$1.11K | 0.05% | 153 |
|
2022
Q2 | $217K | Buy |
+825
| New | +$217K | 0.04% | 158 |
|