KWM
Kingsview Wealth Management’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Sell |
35,552
-941
| -3% | -$311K | 0.2% | 88 |
|
|
2025
Q1 | $12M | Buy |
36,493
+1,437
| +4% | +$473K | 0.23% | 85 |
|
|
2024
Q4 | $9.68M | Buy |
35,056
+3,484
| +11% | +$962K | 0.19% | 103 |
|
|
2024
Q3 | $10.9M | Buy |
31,572
+886
| +3% | +$307K | 0.23% | 81 |
|
|
2024
Q2 | $10.1M | Buy |
30,686
+1,091
| +4% | +$361K | 0.24% | 82 |
|
|
2024
Q1 | $10.7M | Buy |
29,595
+1,227
| +4% | +$446K | 0.27% | 75 |
|
|
2023
Q4 | $8.49M | Buy |
28,368
+7,503
| +36% | +$2.25M | 0.25% | 91 |
|
|
2023
Q3 | $5.97M | Buy |
20,865
+3,423
| +20% | +$979K | 0.21% | 109 |
|
|
2023
Q2 | $4.89M | Buy |
17,442
+6,801
| +64% | +$1.91M | 0.19% | 115 |
|
|
2023
Q1 | $2.72M | Buy |
10,641
+817
| +8% | +$209K | 0.11% | 189 |
|
|
2022
Q4 | $3.26M | Sell |
9,824
-104
| -1% | -$34.5K | 0.14% | 168 |
|
|
2022
Q3 | $2.76M | Buy |
9,928
+3,967
| +67% | +$1.1M | 0.13% | 180 |
|
|
2022
Q2 | $1.57M | Sell |
5,961
-538
| -8% | -$142K | 0.08% | 260 |
|
|
2022
Q1 | $1.56M | Buy |
6,499
+185
| +3% | +$44.3K | 0.07% | 287 |
|
|
2021
Q4 | $1.45M | Buy |
6,314
+2,354
| +59% | +$541K | 0.06% | 300 |
|
|
2021
Q3 | $793K | Sell |
3,960
-55
| -1% | -$11K | 0.04% | 432 |
|
|
2021
Q2 | $957K | Buy |
4,015
+45
| +1% | +$10.7K | 0.05% | 387 |
|
|
2021
Q1 | $960K | Sell |
3,970
-15
| -0.4% | -$3.63K | 0.05% | 339 |
|
|
2020
Q4 | $830K | Buy |
3,985
+674
| +20% | +$140K | 0.06% | 318 |
|
|
2020
Q3 | $561K | Sell |
3,311
-117
| -3% | -$19.8K | 0.05% | 339 |
|
|
2020
Q2 | $643K | Buy |
3,428
+35
| +1% | +$6.57K | 0.06% | 281 |
|
|
2020
Q1 | $601K | Buy |
3,393
+1,300
| +62% | +$230K | 0.08% | 242 |
|
|
2019
Q4 | $428K | Sell |
2,093
-59
| -3% | -$12.1K | 0.05% | 310 |
|
|
2019
Q3 | $327K | Sell |
2,152
-100
| -4% | -$15.2K | 0.05% | 319 |
|
|
2019
Q2 | $355K | Sell |
2,252
-386
| -15% | -$60.8K | 0.06% | 299 |
|
|
2019
Q1 | $424K | Buy |
2,638
+1,482
| +128% | +$238K | 0.06% | 292 |
|
|
2018
Q4 | $220K | Buy |
+1,156
| New | +$220K | 0.05% | 327 |
|