TSWM
Triangle Securities Wealth Management’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Sell |
1,220
-153
| -11% | -$50.6K | 0.1% | 164 |
|
|
2025
Q1 | $452K | Buy |
1,373
+102
| +8% | +$33.6K | 0.12% | 156 |
|
|
2024
Q4 | $351K | Sell |
1,271
-50
| -4% | -$13.8K | 0.09% | 176 |
|
|
2024
Q3 | $458K | Sell |
1,321
-147
| -10% | -$50.9K | 0.12% | 158 |
|
|
2024
Q2 | $485K | Sell |
1,468
-26
| -2% | -$8.6K | 0.14% | 149 |
|
|
2024
Q1 | $543K | Buy |
1,494
+50
| +3% | +$18.2K | 0.15% | 139 |
|
|
2023
Q4 | $432K | Buy |
1,444
+61
| +4% | +$18.3K | 0.13% | 147 |
|
|
2023
Q3 | $396K | Buy |
1,383
+18
| +1% | +$5.15K | 0.14% | 143 |
|
|
2023
Q2 | $383K | Buy |
1,365
+30
| +2% | +$8.42K | 0.13% | 151 |
|
|
2023
Q1 | $341K | Sell |
1,335
-83
| -6% | -$21.2K | 0.12% | 159 |
|
|
2022
Q4 | $470K | Sell |
1,418
-20
| -1% | -$6.63K | 0.17% | 139 |
|
|
2022
Q3 | $399K | Sell |
1,438
-7
| -0.5% | -$1.94K | 0.16% | 139 |
|
|
2022
Q2 | $381K | Buy |
1,445
+17
| +1% | +$4.48K | 0.15% | 144 |
|
|
2022
Q1 | $342K | Buy |
1,428
+448
| +46% | +$107K | 0.11% | 154 |
|
|
2021
Q4 | $225K | Buy |
+980
| New | +$225K | 0.07% | 173 |
|