PWM
Palumbo Wealth Management’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Buy |
1,884
+8
| +0.4% | +$2.65K | 0.19% | 85 |
|
|
2025
Q1 | $617K | Buy |
1,876
+86
| +5% | +$28.3K | 0.21% | 77 |
|
|
2024
Q4 | $494K | Buy |
1,790
+9
| +0.5% | +$2.49K | 0.18% | 85 |
|
|
2024
Q3 | $617K | Buy |
1,781
+7
| +0.4% | +$2.43K | 0.24% | 74 |
|
|
2024
Q2 | $587K | Buy |
1,774
+7
| +0.4% | +$2.31K | 0.25% | 73 |
|
|
2024
Q1 | $642K | Buy |
1,767
+7
| +0.4% | +$2.54K | 0.29% | 65 |
|
|
2023
Q4 | $527K | Buy |
1,760
+7
| +0.4% | +$2.1K | 0.27% | 72 |
|
|
2023
Q3 | $501K | Buy |
1,753
+8
| +0.5% | +$2.29K | 0.28% | 67 |
|
|
2023
Q2 | $490K | Buy |
1,745
+8
| +0.5% | +$2.25K | 0.3% | 60 |
|
|
2023
Q1 | $444K | Buy |
1,737
+8
| +0.5% | +$2.04K | 0.3% | 62 |
|
|
2022
Q4 | $573K | Sell |
1,729
-5
| -0.3% | -$1.66K | 0.46% | 49 |
|
|
2022
Q3 | $481K | Buy |
1,734
+6
| +0.3% | +$1.66K | 0.41% | 53 |
|
|
2022
Q2 | $455K | Buy |
1,728
+8
| +0.5% | +$2.11K | 0.36% | 55 |
|
|
2022
Q1 | $412K | Sell |
1,720
-183
| -10% | -$43.8K | 0.26% | 66 |
|
|
2021
Q4 | $437K | Buy |
1,903
+9
| +0.5% | +$2.07K | 0.27% | 66 |
|
|
2021
Q3 | $379K | Buy |
1,894
+9
| +0.5% | +$1.8K | 0.25% | 72 |
|
|
2021
Q2 | $447K | Buy |
1,885
+19
| +1% | +$4.51K | 0.3% | 67 |
|
|
2021
Q1 | $451K | Buy |
1,866
+104
| +6% | +$25.1K | 0.34% | 66 |
|
|
2020
Q4 | $367K | Buy |
+1,762
| New | +$367K | 0.3% | 64 |
|