Montag & Associates’s Cigna CI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$208K Sell
2025
Q1
$235K Sell
2024
Q4
$208K Hold
2024
Q3
$261K Hold
2024
Q2
$249K Hold
2024
Q1
$273K Hold
2023
Q4
$225K Hold
2023
Q3
$215K Hold
2023
Q2
$211K Hold
2023
Q1
$192K Sell
2022
Q4
$249K Buy
2022
Q3
$209K Hold
2022
Q2
$198K Hold
2022
Q1
$180K Hold
2021
Q4
$173K Hold
2021
Q3
$151K Sell
2021
Q2
$221K Hold
2021
Q1
$226K Hold
2020
Q4
$194K Buy
2018
Q4
Sell
2018
Q3
$800K Buy