ONSWM
Old North State Wealth Management’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,031
| Closed | -$341K | – | 121 |
|
|
2025
Q1 | $341K | Buy |
1,031
+45
| +5% | +$14.9K | 0.19% | 87 |
|
|
2024
Q4 | $273K | Buy |
986
+43
| +5% | +$11.9K | 0.15% | 95 |
|
|
2024
Q3 | $328K | Buy |
943
+5
| +0.5% | +$1.74K | 0.18% | 77 |
|
|
2024
Q2 | $311K | Sell |
938
-14
| -1% | -$4.64K | 0.2% | 68 |
|
|
2024
Q1 | $347K | Sell |
952
-8,775
| -90% | -$3.2M | 0.23% | 64 |
|
|
2023
Q4 | $2.92M | Sell |
9,727
-103
| -1% | -$30.9K | 2.16% | 15 |
|
|
2023
Q3 | $2.82M | Sell |
9,830
-259
| -3% | -$74.4K | 2.48% | 12 |
|
|
2023
Q2 | $2.84M | Buy |
10,089
+443
| +5% | +$125K | 2.49% | 13 |
|
|
2023
Q1 | $2.47M | Sell |
9,646
-69
| -0.7% | -$17.7K | 2.31% | 19 |
|
|
2022
Q4 | $3.23M | Sell |
9,715
-285
| -3% | -$94.7K | 3.24% | 9 |
|
|
2022
Q3 | $2.78M | Sell |
10,000
-418
| -4% | -$116K | 3.22% | 10 |
|
|
2022
Q2 | $2.75M | Buy |
10,418
+637
| +7% | +$168K | 3.14% | 11 |
|
|
2022
Q1 | $2.35M | Buy |
9,781
+297
| +3% | +$71.4K | 2.35% | 15 |
|
|
2021
Q4 | $2.19M | Buy |
+9,484
| New | +$2.19M | 2.2% | 15 |
|