PWM
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Pines Wealth Management’s Cigna CI Stock Holding History

Pines Wealth Management’s Portfolio CI Stock Details CI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$384K Buy
1,200
+255
+27% +$81.5K 0.14% 159
2025
Q1 		$297K Sell
945
-36
-4% -$11.3K 0.14% 155
2024
Q4 		$274K Buy
+981
New +$274K 0.12% 170