Palumbo Wealth Management’s Cigna CI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $505K | Buy |
1,894
+33
| +2% | +$9.13K | 0.12% | 125 |
|
|
2025
Q4 | $512K | Sell |
1,861
-66
| -3% | -$18.5K | 0.13% | 123 |
|
|
2025
Q3 | $524K | Buy |
1,927
+43
| +2% | +$12.7K | 0.17% | 86 |
|
|
2025
Q2 | $623K | Buy |
1,884
+8
| +0.4% | +$2.58K | 0.19% | 85 |
|
|
2025
Q1 | $617K | Buy |
1,876
+86
| +5% | +$25.9K | 0.21% | 77 |
|
|
2024
Q4 | $494K | Buy |
1,790
+9
| +0.5% | +$2.87K | 0.18% | 85 |
|
|
2024
Q3 | $617K | Buy |
1,781
+7
| +0.4% | +$2.41K | 0.24% | 74 |
|
|
2024
Q2 | $587K | Buy |
1,774
+7
| +0.4% | +$2.41K | 0.25% | 73 |
|
|
2024
Q1 | $642K | Buy |
1,767
+7
| +0.4% | +$2.3K | 0.29% | 65 |
|
|
2023
Q4 | $527K | Buy |
1,760
+7
| +0.4% | +$2.05K | 0.27% | 72 |
|
|
2023
Q3 | $501K | Buy |
1,753
+8
| +0.5% | +$2.28K | 0.28% | 67 |
|
|
2023
Q2 | $490K | Buy |
1,745
+8
| +0.5% | +$2.08K | 0.3% | 60 |
|
|
2023
Q1 | $444K | Buy |
1,737
+8
| +0.5% | +$2.33K | 0.3% | 62 |
|
|
2022
Q4 | $573K | Sell |
1,729
-5
| -0.3% | -$1.58K | 0.46% | 49 |
|
|
2022
Q3 | $481K | Buy |
1,734
+6
| +0.3% | +$1.69K | 0.41% | 53 |
|
|
2022
Q2 | $455K | Buy |
1,728
+8
| +0.5% | +$2.06K | 0.36% | 55 |
|
|
2022
Q1 | $412K | Sell |
1,720
-183
| -10% | -$42.8K | 0.26% | 66 |
|
|
2021
Q4 | $437K | Buy |
1,903
+9
| +0.5% | +$1.91K | 0.27% | 66 |
|
|
2021
Q3 | $379K | Buy |
1,894
+9
| +0.5% | +$1.96K | 0.25% | 72 |
|
|
2021
Q2 | $447K | Buy |
1,885
+19
| +1% | +$4.75K | 0.3% | 67 |
|
|
2021
Q1 | $451K | Buy |
1,866
+104
| +6% | +$23.2K | 0.34% | 66 |
|
|
2020
Q4 | $367K | Buy |
+1,762
| New | +$346K | 0.3% | 64 |
|
Other funds holding CI
VCM
VPM
