TCWA
Turtle Creek Wealth Advisors’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.13M | Buy |
18,540
+1,647
| +10% | +$544K | 0.72% | 43 |
|
|
2025
Q1 | $5.56M | Buy |
+16,893
| New | +$5.56M | 0.83% | 41 |
|
|
2024
Q4 | – | Sell |
-15,261
| Closed | -$5.29M | – | 91 |
|
|
2024
Q3 | $5.29M | Buy |
15,261
+510
| +3% | +$177K | 1.06% | 32 |
|
|
2024
Q2 | $4.88M | Buy |
14,751
+2,730
| +23% | +$902K | 1.13% | 29 |
|
|
2024
Q1 | $4.37M | Buy |
12,021
+2,187
| +22% | +$794K | 1.07% | 32 |
|
|
2023
Q4 | $2.94M | Buy |
+9,834
| New | +$2.94M | 0.87% | 36 |
|