OWA
Outlook Wealth Advisors’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,006
| Closed | -$554K | – | 265 |
|
|
2024
Q4 | $554K | Buy |
2,006
+1
| +0% | +$276 | 0.16% | 124 |
|
|
2024
Q3 | $695K | Sell |
2,005
-41
| -2% | -$14.2K | 0.2% | 104 |
|
|
2024
Q2 | $676K | Sell |
2,046
-34
| -2% | -$11.2K | 0.21% | 98 |
|
|
2024
Q1 | $755K | Sell |
2,080
-161
| -7% | -$58.5K | 0.23% | 88 |
|
|
2023
Q4 | $671K | Sell |
2,241
-476
| -18% | -$143K | 0.23% | 91 |
|
|
2023
Q3 | $777K | Buy |
2,717
+83
| +3% | +$23.7K | 0.3% | 80 |
|
|
2023
Q2 | $739K | Buy |
2,634
+513
| +24% | +$144K | 0.28% | 91 |
|
|
2023
Q1 | $542K | Buy |
2,121
+56
| +3% | +$14.3K | 0.24% | 106 |
|
|
2022
Q4 | $684K | Buy |
2,065
+4
| +0.2% | +$1.33K | 0.32% | 79 |
|
|
2022
Q3 | $572K | Buy |
2,061
+33
| +2% | +$9.16K | 0.26% | 96 |
|
|
2022
Q2 | $534K | Buy |
2,028
+204
| +11% | +$53.7K | 0.22% | 120 |
|
|
2022
Q1 | $437K | Buy |
1,824
+37
| +2% | +$8.87K | 0.15% | 147 |
|
|
2021
Q4 | $410K | Buy |
1,787
+147
| +9% | +$33.7K | 0.12% | 151 |
|
|
2021
Q3 | $328K | Buy |
1,640
+41
| +3% | +$8.2K | 0.11% | 171 |
|
|
2021
Q2 | $379K | Buy |
+1,599
| New | +$379K | 0.12% | 166 |
|