Pinnacle Wealth Planning Services’s Cigna CI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Buy |
1,376
+448
| +48% | +$148K | 0.06% | 214 |
|
|
2025
Q1 | $305K | Buy |
928
+42
| +5% | +$13.8K | 0.05% | 257 |
|
|
2024
Q4 | $245K | Sell |
886
-702
| -44% | -$194K | 0.04% | 309 |
|
|
2024
Q3 | $550K | Hold |
1,588
| – | – | 0.07% | 175 |
|
|
2024
Q2 | $525K | Buy |
1,588
+2
| +0.1% | +$661 | 0.08% | 169 |
|
|
2024
Q1 | $576K | Buy |
1,586
+1
| +0.1% | +$363 | 0.08% | 161 |
|
|
2023
Q4 | $475K | Sell |
1,585
-2
| -0.1% | -$599 | 0.07% | 184 |
|
|
2023
Q3 | $454K | Sell |
1,587
-5
| -0.3% | -$1.43K | 0.07% | 178 |
|
|
2023
Q2 | $447K | Sell |
1,592
-5
| -0.3% | -$1.4K | 0.07% | 184 |
|
|
2023
Q1 | $408K | Sell |
1,597
-20
| -1% | -$5.11K | 0.07% | 207 |
|
|
2022
Q4 | $536K | Buy |
1,617
+18
| +1% | +$5.96K | 0.1% | 151 |
|
|
2022
Q3 | $444K | Buy |
1,599
+2
| +0.1% | +$555 | 0.08% | 157 |
|
|
2022
Q2 | $421K | Buy |
1,597
+248
| +18% | +$65.4K | 0.08% | 179 |
|
|
2022
Q1 | $323K | Buy |
1,349
+15
| +1% | +$3.59K | 0.06% | 254 |
|
|
2021
Q4 | $306K | Buy |
+1,334
| New | +$306K | 0.06% | 256 |
|
|
2021
Q3 | – | Sell |
-1,074
| Closed | -$254K | – | 382 |
|
|
2021
Q2 | $254K | Buy |
1,074
+13
| +1% | +$3.07K | 0.06% | 262 |
|
|
2021
Q1 | $256K | Buy |
1,061
+162
| +18% | +$39.1K | 0.07% | 243 |
|
|
2020
Q4 | $188K | Buy |
+899
| New | +$188K | 0.04% | 296 |
|
|
2020
Q2 | – | Sell |
-1,176
| Closed | -$207K | – | 275 |
|
|
2020
Q1 | $207K | Buy |
+1,176
| New | +$207K | 0.1% | 184 |
|