Simon Quick Advisors’s Cigna CI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.47M | Buy |
4,443
+1,294
| +41% | +$428K | 0.06% | 192 |
|
2025
Q1 | $1.04M | Buy |
3,149
+1,631
| +107% | +$537K | 0.06% | 168 |
|
2024
Q4 | $419K | Sell |
1,518
-159
| -9% | -$43.9K | 0.03% | 279 |
|
2024
Q3 | $581K | Buy |
1,677
+252
| +18% | +$87.3K | 0.04% | 215 |
|
2024
Q2 | $471K | Buy |
1,425
+185
| +15% | +$61.2K | 0.03% | 229 |
|
2024
Q1 | $450K | Buy |
1,240
+312
| +34% | +$113K | 0.03% | 220 |
|
2023
Q4 | $278K | Hold |
928
| – | – | 0.02% | 257 |
|
2023
Q3 | $266K | Buy |
928
+141
| +18% | +$40.3K | 0.03% | 253 |
|
2023
Q2 | $221K | Buy |
+787
| New | +$221K | 0.02% | 258 |
|
2023
Q1 | – | Sell |
-615
| Closed | -$204K | – | 279 |
|
2022
Q4 | $204K | Buy |
+615
| New | +$204K | 0.02% | 223 |
|
2022
Q2 | – | Sell |
-320
| Closed | -$77K | – | 214 |
|
2022
Q1 | $77K | Hold |
320
| – | – | 0.02% | 167 |
|
2021
Q4 | $73K | Sell |
320
-25
| -7% | -$5.7K | 0.02% | 192 |
|
2021
Q3 | $69K | Buy |
345
+1
| +0.3% | +$200 | 0.02% | 206 |
|
2021
Q2 | $81K | Sell |
344
-319
| -48% | -$75.1K | 0.02% | 173 |
|
2021
Q1 | $160K | Buy |
663
+1
| +0.2% | +$241 | 0.05% | 114 |
|
2020
Q4 | $138K | Buy |
662
+382
| +136% | +$79.6K | 0.04% | 126 |
|
2020
Q3 | $47K | Sell |
280
-13
| -4% | -$2.18K | 0.01% | 198 |
|
2020
Q2 | $55K | Sell |
293
-10
| -3% | -$1.88K | 0.02% | 184 |
|
2020
Q1 | $54K | Sell |
303
-81
| -21% | -$14.4K | 0.02% | 178 |
|
2019
Q4 | $79K | Buy |
384
+104
| +37% | +$21.4K | 0.03% | 169 |
|
2019
Q3 | $43K | Buy |
+280
| New | +$43K | 0.02% | 188 |
|
2019
Q2 | – | Sell |
-580
| Closed | -$93K | – | 490 |
|
2019
Q1 | $93K | Hold |
580
| – | – | 0.04% | 123 |
|
2018
Q4 | $110K | Buy |
580
+567
| +4,362% | +$108K | 0.04% | 107 |
|
2018
Q3 | $3K | Hold |
13
| – | – | ﹤0.01% | 276 |
|
2018
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 321 |
|
2018
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 288 |
|
2017
Q4 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 383 |
|