PWMAG
Pinnacle Wealth Management Advisory Group’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Sell |
1,271
-221
| -15% | -$73.1K | 0.03% | 245 |
|
|
2025
Q1 | $491K | Sell |
1,492
-96
| -6% | -$31.6K | 0.05% | 209 |
|
|
2024
Q4 | $439K | Sell |
1,588
-49
| -3% | -$13.5K | 0.04% | 218 |
|
|
2024
Q3 | $567K | Buy |
1,637
+6
| +0.4% | +$2.08K | 0.05% | 188 |
|
|
2024
Q2 | $539K | Buy |
1,631
+330
| +25% | +$109K | 0.06% | 183 |
|
|
2024
Q1 | $473K | Buy |
1,301
+127
| +11% | +$46.1K | 0.05% | 197 |
|
|
2023
Q4 | $352K | Buy |
1,174
+220
| +23% | +$65.9K | 0.04% | 222 |
|
|
2023
Q3 | $273K | Buy |
954
+162
| +20% | +$46.3K | 0.04% | 247 |
|
|
2023
Q2 | $222K | Buy |
+792
| New | +$222K | 0.03% | 294 |
|
|
2023
Q1 | – | Sell |
-757
| Closed | -$251K | – | 324 |
|
|
2022
Q4 | $251K | Sell |
757
-3
| -0.4% | -$994 | 0.04% | 247 |
|
|
2022
Q3 | $211K | Buy |
+760
| New | +$211K | 0.04% | 253 |
|