SAM
Summit Asset Management’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Hold |
657
| – | – | 0.04% | 165 |
|
|
2025
Q1 | $216K | Buy |
+657
| New | +$216K | 0.04% | 156 |
|
|
2024
Q4 | – | Sell |
-657
| Closed | -$228K | – | 164 |
|
|
2024
Q3 | $228K | Hold |
657
| – | – | 0.04% | 154 |
|
|
2024
Q2 | $217K | Hold |
657
| – | – | 0.05% | 148 |
|
|
2024
Q1 | $239K | Buy |
+657
| New | +$239K | 0.05% | 142 |
|
|
2023
Q1 | – | Sell |
-694
| Closed | -$230K | – | 153 |
|
|
2022
Q4 | $230K | Sell |
694
-270
| -28% | -$89.5K | 0.07% | 141 |
|
|
2022
Q3 | $267K | Sell |
964
-35
| -4% | -$9.69K | 0.09% | 120 |
|
|
2022
Q2 | $263K | Sell |
999
-95
| -9% | -$25K | 0.08% | 130 |
|
|
2022
Q1 | $262K | Buy |
+1,094
| New | +$262K | 0.08% | 140 |
|