Obermeyer Wealth Partners’s Cigna CI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $507K | Sell |
1,534
-112
| -7% | -$37K | 0.03% | 159 |
|
2025
Q1 | $542K | Sell |
1,646
-19
| -1% | -$6.25K | 0.03% | 145 |
|
2024
Q4 | $460K | Sell |
1,665
-5,394
| -76% | -$1.49M | 0.02% | 162 |
|
2024
Q3 | $2.45M | Buy |
7,059
+33
| +0.5% | +$11.4K | 0.13% | 63 |
|
2024
Q2 | $2.32M | Buy |
7,026
+259
| +4% | +$85.6K | 0.13% | 63 |
|
2024
Q1 | $2.46M | Buy |
6,767
+5,390
| +391% | +$1.96M | 0.14% | 60 |
|
2023
Q4 | $412K | Buy |
1,377
+16
| +1% | +$4.79K | 0.03% | 134 |
|
2023
Q3 | $389K | Buy |
1,361
+484
| +55% | +$138K | 0.03% | 129 |
|
2023
Q2 | $246K | Hold |
877
| – | – | 0.02% | 184 |
|
2023
Q1 | $224K | Hold |
877
| – | – | 0.02% | 195 |
|
2022
Q4 | $291K | Sell |
877
-18
| -2% | -$5.96K | 0.02% | 164 |
|
2022
Q3 | $248K | Hold |
895
| – | – | 0.02% | 175 |
|
2022
Q2 | $236K | Hold |
895
| – | – | 0.02% | 179 |
|
2022
Q1 | $214K | Buy |
+895
| New | +$214K | 0.01% | 213 |
|
2020
Q1 | – | Sell |
-1,053
| Closed | -$215K | – | 124 |
|
2019
Q4 | $215K | Buy |
+1,053
| New | +$215K | 0.02% | 121 |
|
2018
Q4 | – | Sell |
-1,077
| Closed | -$224K | – | 112 |
|
2018
Q3 | $224K | Buy |
+1,077
| New | +$224K | 0.02% | 113 |
|
2018
Q1 | – | Sell |
-1,077
| Closed | -$219K | – | 114 |
|
2017
Q4 | $219K | Buy |
+1,077
| New | +$219K | 0.02% | 115 |
|
2013
Q3 | – | Sell |
-600
| Closed | -$43K | – | 92 |
|
2013
Q2 | $43K | Buy |
+600
| New | +$43K | 0.01% | 138 |
|