PWM

Paulson Wealth Management’s Cigna CI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$594K	Hold	1,796	–	–	0.15%	73
2025 Q1	$591K	Hold	1,796	–	–	0.17%	62
2024 Q4	$496K	Sell	1,796 -3	-0.2%	-$828	0.14%	76
2024 Q3	$623K	Buy	1,799 +3	+0.2%	+$1.04K	0.17%	63
2024 Q2	$594K	Hold	1,796	–	–	0.17%	67
2024 Q1	$652K	Hold	1,796	–	–	0.19%	62
2023 Q4	$538K	Hold	1,796	–	–	0.17%	70
2023 Q3	$514K	Hold	1,796	–	–	0.18%	71
2023 Q2	$504K	Buy	1,796 +1	+0.1%	+$281	0.17%	69
2023 Q1	$459K	Hold	1,795	–	–	0.2%	48
2022 Q4	$595K	Hold	1,795	–	–	0.29%	33
2022 Q3	$498K	Hold	1,795	–	–	0.27%	33
2022 Q2	$473K	Hold	1,795	–	–	0.25%	39
2022 Q1	$430K	Hold	1,795	–	–	0.2%	47
2021 Q4	$412K	Hold	1,795	–	–	0.18%	51
2021 Q3	$359K	Buy	1,795 +73	+4%	+$14.6K	0.17%	67
2021 Q2	$408K	Hold	1,722	–	–	0.2%	63
2021 Q1	$438K	Buy	1,722 +97	+6%	+$24.7K	0.22%	62
2020 Q4	$338K	Hold	1,625	–	–	0.2%	66
2020 Q3	$275K	Hold	1,625	–	–	0.18%	69
2020 Q2	$305K	Hold	1,625	–	–	0.21%	68
2020 Q1	$297K	Hold	1,625	–	–	0.23%	66
2019 Q4	$345K	Sell	1,625 -616	-27%	-$131K	0.24%	73
2019 Q3	$340K	Sell	2,241 -363	-14%	-$55.1K	0.26%	70
2019 Q2	$448K	Sell	2,604 -50	-2%	-$8.6K	0.33%	53
2019 Q1	$427K	Sell	2,654 -116	-4%	-$18.7K	0.32%	65
2018 Q4	$535K	Sell	2,770 -5	-0.2%	-$966	0.44%	55
2018 Q3	$583K	Buy	+2,775	New	+$583K	0.52%	59
2018 Q1	–	Sell	-1,159	Closed	-$235K	–	176
2017 Q4	$235K	Buy	+1,159	New	+$235K	0.21%	89