JIC
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Joel Isaacson & Co’s Cigna CI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.31M Sell
3,973
-68
-2% -$22.5K 0.05% 144
2025
Q1
$1.33M Sell
4,041
-10
-0.2% -$3.29K 0.06% 136
2024
Q4
$1.12M Buy
4,051
+61
+2% +$16.8K 0.05% 139
2024
Q3
$1.38M Sell
3,990
-419
-10% -$145K 0.07% 114
2024
Q2
$1.46M Sell
4,409
-19
-0.4% -$6.28K 0.08% 108
2024
Q1
$1.61M Sell
4,428
-1,203
-21% -$437K 0.09% 100
2023
Q4
$1.69M Hold
5,631
0.1% 90
2023
Q3
$1.61M Hold
5,631
0.11% 82
2023
Q2
$1.58M Hold
5,631
0.11% 87
2023
Q1
$1.44M Hold
5,631
0.1% 86
2022
Q4
$1.87M Sell
5,631
-115
-2% -$38.1K 0.14% 71
2022
Q3
$1.59M Buy
5,746
+23
+0.4% +$6.38K 0.14% 71
2022
Q2
$1.51M Hold
5,723
0.13% 76
2022
Q1
$1.48M Sell
5,723
-2,229
-28% -$577K 0.11% 84
2021
Q4
$1.83M Hold
7,952
0.13% 81
2021
Q3
$1.59M Hold
7,952
0.12% 84
2021
Q2
$1.89M Buy
7,952
+2,345
+42% +$556K 0.15% 65
2021
Q1
$1.36M Sell
5,607
-7,916
-59% -$1.91M 0.12% 79
2020
Q4
$2.82M Sell
13,523
-2,506
-16% -$522K 0.28% 37
2020
Q3
$2.72M Hold
16,029
0.35% 33
2020
Q2
$3.01M Sell
16,029
-1,000
-6% -$188K 0.43% 26
2020
Q1
$3.02M Buy
17,029
+1,593
+10% +$282K 0.53% 25
2019
Q4
$3.16M Sell
15,436
-4,314
-22% -$882K 0.41% 28
2019
Q3
$3M Buy
+19,750
New +$3M 0.43% 29
2015
Q2
Sell
-273
Closed -$35K 753
2015
Q1
$35K Hold
273
0.01% 405
2014
Q4
$28K Hold
273
0.01% 388
2014
Q3
$25K Hold
273
0.01% 385
2014
Q2
$25K Hold
273
0.01% 377
2014
Q1
$23K Hold
273
0.01% 390
2013
Q4
$24K Hold
273
0.01% 352
2013
Q3
$21K Hold
273
0.01% 355
2013
Q2
$20K Buy
+273
New +$20K 0.01% 323