Mowery & Schoenfeld Wealth Management’s Cigna CI Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio CI Stock Details CI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$24.5K	Hold
2025 Q2	$28.1K	Hold
2025 Q1	$28K	Sell
2024 Q4	$31.8K	Buy
2024 Q3	$29.4K	Hold
2024 Q2	$28.1K	Hold
2024 Q1	$30.9K	Hold
2023 Q4	$25.5K	Buy