Joel Isaacson & Co’s Cigna CI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $992K | Sell |
3,717
-45
| -1% | -$12.4K | 0.03% | 190 |
|
|
2025
Q4 | $1.04M | Sell |
3,762
-222
| -6% | -$62.2K | 0.03% | 187 |
|
|
2025
Q3 | $1.15M | Buy |
3,984
+11
| +0.3% | +$3.25K | 0.04% | 170 |
|
|
2025
Q2 | $1.31M | Sell |
3,973
-68
| -2% | -$21.9K | 0.05% | 144 |
|
|
2025
Q1 | $1.33M | Sell |
4,041
-10
| -0.2% | -$3.01K | 0.06% | 136 |
|
|
2024
Q4 | $1.12M | Buy |
4,051
+61
| +2% | +$19.4K | 0.05% | 139 |
|
|
2024
Q3 | $1.38M | Sell |
3,990
-419
| -10% | -$144K | 0.07% | 114 |
|
|
2024
Q2 | $1.46M | Sell |
4,409
-19
| -0.4% | -$6.55K | 0.08% | 108 |
|
|
2024
Q1 | $1.61M | Sell |
4,428
-1,203
| -21% | -$396K | 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% | -$36.4K | 0.14% | 71 |
|
|
2022
Q3 | $1.59M | Buy |
5,746
+23
| +0.4% | +$6.47K | 0.14% | 71 |
|
|
2022
Q2 | $1.51M | Hold |
5,723
| – | – | 0.13% | 76 |
|
|
2022
Q1 | $1.48M | Sell |
5,723
-2,229
| -28% | -$522K | 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% | +$586K | 0.15% | 65 |
|
|
2021
Q1 | $1.35M | Sell |
5,607
-7,916
| -59% | -$1.76M | 0.12% | 79 |
|
|
2020
Q4 | $2.81M | Sell |
13,523
-2,506
| -16% | -$491K | 0.28% | 37 |
|
|
2020
Q3 | $2.71M | Hold |
16,029
| – | – | 0.35% | 33 |
|
|
2020
Q2 | $3.01M | Sell |
16,029
-1,000
| -6% | -$190K | 0.43% | 26 |
|
|
2020
Q1 | $3.02M | Buy |
17,029
+1,593
| +10% | +$309K | 0.53% | 25 |
|
|
2019
Q4 | $3.16M | Sell |
15,436
-4,314
| -22% | -$791K | 0.41% | 28 |
|
|
2019
Q3 | $3M | Buy |
+19,750
| New | +$3.21M | 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 | +$18.4K | 0.01% | 323 |
|
Other funds holding CI
VCM
VPM
