One Wealth Advisors’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 | Buy |
1,534
+638
| +71% | +$211K | 0.07% | 153 |
|
2025
Q1 | $295K | Buy |
+896
| New | +$295K | 0.04% | 218 |
|
2024
Q4 | – | Sell |
-1,241
| Closed | -$430K | – | 258 |
|
2024
Q3 | $430K | Sell |
1,241
-511
| -29% | -$177K | 0.07% | 151 |
|
2024
Q2 | $589K | Sell |
1,752
-295
| -14% | -$99.2K | 0.13% | 90 |
|
2024
Q1 | $743K | Buy |
2,047
+129
| +7% | +$46.9K | 0.13% | 92 |
|
2023
Q4 | $574K | Sell |
1,918
-145
| -7% | -$43.4K | 0.11% | 96 |
|
2023
Q3 | $590K | Buy |
2,063
+184
| +10% | +$52.6K | 0.13% | 88 |
|
2023
Q2 | $527K | Buy |
1,879
+133
| +8% | +$37.3K | 0.11% | 98 |
|
2023
Q1 | $446K | Buy |
1,746
+397
| +29% | +$101K | 0.1% | 107 |
|
2022
Q4 | $447K | Buy |
1,349
+234
| +21% | +$77.5K | 0.1% | 103 |
|
2022
Q3 | $309K | Sell |
1,115
-32
| -3% | -$8.87K | 0.1% | 112 |
|
2022
Q2 | $302K | Hold |
1,147
| – | – | 0.08% | 134 |
|
2022
Q1 | $275K | Buy |
+1,147
| New | +$275K | 0.07% | 160 |
|
2019
Q2 | – | Sell |
-84
| Closed | -$14K | – | 180 |
|
2019
Q1 | $14K | Buy |
+84
| New | +$14K | 0.01% | 291 |
|
2018
Q4 | – | Sell |
-46
| Closed | -$10K | – | 169 |
|
2018
Q3 | $10K | Buy |
46
+13
| +39% | +$2.83K | 0.01% | 351 |
|
2018
Q2 | $6K | Hold |
33
| – | – | ﹤0.01% | 365 |
|
2018
Q1 | $6K | Hold |
33
| – | – | 0.01% | 346 |
|
2017
Q4 | $7K | Buy |
+33
| New | +$7K | 0.01% | 369 |
|