LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Hold |
1,721
| – | – | 0.01% | 202 |
|
|
2025
Q1 | $579K | Buy |
1,721
+315
| +22% | +$106K | 0.01% | 202 |
|
|
2024
Q4 | $430K | Sell |
1,406
-31,920
| -96% | -$9.76M | ﹤0.01% | 223 |
|
|
2024
Q3 | $10.6M | Buy |
33,326
+31,868
| +2,186% | +$10.1M | 0.09% | 74 |
|
|
2024
Q2 | $495K | Hold |
1,458
| – | – | ﹤0.01% | 206 |
|
|
2024
Q1 | $515K | Hold |
1,458
| – | – | 0.01% | 193 |
|
|
2023
Q4 | $439K | Sell |
1,458
-32
| -2% | -$9.63K | ﹤0.01% | 210 |
|
|
2023
Q3 | $475K | Sell |
1,490
-968
| -39% | -$309K | 0.01% | 198 |
|
|
2023
Q2 | $690K | Sell |
2,458
-462
| -16% | -$130K | 0.01% | 177 |
|
|
2023
Q1 | $746K | Buy |
2,920
+501
| +21% | +$128K | 0.01% | 169 |
|
|
2022
Q4 | $802K | Hold |
2,419
| – | – | 0.01% | 164 |
|
|
2022
Q3 | $671K | Sell |
2,419
-290
| -11% | -$80.4K | 0.01% | 174 |
|
|
2022
Q2 | $714K | Hold |
2,709
| – | – | 0.01% | 175 |
|
|
2022
Q1 | $649K | Hold |
2,709
| – | – | 0.01% | 192 |
|
|
2021
Q4 | $622K | Hold |
2,709
| – | – | 0.01% | 206 |
|
|
2021
Q3 | $542K | Sell |
2,709
-553
| -17% | -$111K | 0.01% | 217 |
|
|
2021
Q2 | $773K | Hold |
3,262
| – | – | 0.01% | 190 |
|
|
2021
Q1 | $789K | Buy |
3,262
+37
| +1% | +$8.95K | 0.01% | 173 |
|
|
2020
Q4 | $671K | Buy |
3,225
+31
| +1% | +$6.45K | 0.01% | 181 |
|
|
2020
Q3 | $541K | Sell |
3,194
-505
| -14% | -$85.5K | 0.01% | 185 |
|
|
2020
Q2 | $694K | Buy |
3,699
+52
| +1% | +$9.76K | 0.01% | 157 |
|
|
2020
Q1 | $646K | Hold |
3,647
| – | – | 0.01% | 158 |
|
|
2019
Q4 | $746K | Sell |
3,647
-277
| -7% | -$56.7K | 0.01% | 174 |
|
|
2019
Q3 | $596K | Buy |
3,924
+1,004
| +34% | +$152K | 0.01% | 188 |
|
|
2019
Q2 | $460K | Sell |
2,920
-805
| -22% | -$127K | 0.01% | 200 |
|
|
2019
Q1 | $599K | Sell |
3,725
-208
| -5% | -$33.4K | 0.01% | 183 |
|
|
2018
Q4 | $747K | Buy |
3,933
+106
| +3% | +$20.1K | 0.01% | 170 |
|
|
2018
Q3 | $797K | Hold |
3,827
| – | – | 0.01% | 173 |
|
|
2018
Q2 | $650K | Sell |
3,827
-575
| -13% | -$97.7K | 0.01% | 187 |
|
|
2018
Q1 | $738K | Buy |
4,402
+765
| +21% | +$128K | 0.01% | 181 |
|
|
2017
Q4 | $739K | Hold |
3,637
| – | – | 0.01% | 183 |
|
|
2017
Q3 | $680K | Sell |
3,637
-43
| -1% | -$8.04K | 0.01% | 181 |
|
|
2017
Q2 | $639K | Hold |
3,680
| – | – | 0.01% | 176 |
|
|
2017
Q1 | $539K | Buy |
3,680
+1,000
| +37% | +$146K | 0.01% | 190 |
|
|
2016
Q4 | $357K | Hold |
2,680
| – | – | 0.01% | 216 |
|
|
2016
Q3 | $349K | Hold |
2,680
| – | – | 0.01% | 216 |
|
|
2016
Q2 | $343K | Sell |
2,680
-360
| -12% | -$46.1K | 0.01% | 210 |
|
|
2016
Q1 | $417K | Sell |
3,040
-110
| -3% | -$15.1K | 0.01% | 191 |
|
|
2015
Q4 | $461K | Buy |
+3,150
| New | +$461K | 0.01% | 204 |
|