Valley Wealth Managers’s Cigna CI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2M | Sell |
61,167
-1,984
| -3% | -$656K | 1.45% | 31 |
|
|
2025
Q1 | $20.8M | Buy |
63,151
+6,218
| +11% | +$2.05M | 1.58% | 25 |
|
|
2024
Q4 | $15.7M | Buy |
56,933
+1,548
| +3% | +$427K | 1.18% | 39 |
|
|
2024
Q3 | $19.2M | Buy |
55,385
+312
| +0.6% | +$108K | 1.42% | 32 |
|
|
2024
Q2 | $18.2M | Sell |
55,073
-2,768
| -5% | -$915K | 1.45% | 26 |
|
|
2024
Q1 | $21M | Sell |
57,841
-1,899
| -3% | -$690K | 1.58% | 21 |
|
|
2023
Q4 | $17.9M | Buy |
59,740
+787
| +1% | +$236K | 1.4% | 32 |
|
|
2023
Q3 | $16.9M | Sell |
58,953
-1,656
| -3% | -$474K | 1.41% | 28 |
|
|
2023
Q2 | $17M | Sell |
60,609
-816
| -1% | -$229K | 1.53% | 30 |
|
|
2023
Q1 | $15.7M | Sell |
61,425
-1,448
| -2% | -$370K | 1.43% | 36 |
|
|
2022
Q4 | $20.8M | Sell |
62,873
-5,242
| -8% | -$1.74M | 1.93% | 15 |
|
|
2022
Q3 | $18.9M | Sell |
68,115
-3,798
| -5% | -$1.05M | 1.89% | 14 |
|
|
2022
Q2 | $19M | Sell |
71,913
-2,622
| -4% | -$691K | 1.77% | 17 |
|
|
2022
Q1 | $17.9M | Sell |
74,535
-57
| -0.1% | -$13.7K | 1.49% | 30 |
|
|
2021
Q4 | $17.1M | Sell |
74,592
-306
| -0.4% | -$70.3K | 1.37% | 37 |
|
|
2021
Q3 | $15M | Buy |
74,898
+507
| +0.7% | +$101K | 1.31% | 42 |
|
|
2021
Q2 | $17.6M | Sell |
74,391
-2,318
| -3% | -$550K | 1.49% | 37 |
|
|
2021
Q1 | $18.5M | Sell |
76,709
-1,726
| -2% | -$417K | 1.67% | 29 |
|
|
2020
Q4 | $16.3M | Sell |
78,435
-3,056
| -4% | -$636K | 1.6% | 29 |
|
|
2020
Q3 | $13.8M | Buy |
81,491
+1,610
| +2% | +$273K | 1.52% | 32 |
|
|
2020
Q2 | $15M | Buy |
79,881
+414
| +0.5% | +$77.7K | 1.68% | 26 |
|
|
2020
Q1 | $14.1M | Sell |
79,467
-1,639
| -2% | -$290K | 1.83% | 23 |
|
|
2019
Q4 | $16.6M | Buy |
81,106
+238
| +0.3% | +$48.7K | 1.66% | 31 |
|
|
2019
Q3 | $12.3M | Sell |
80,868
-3,087
| -4% | -$469K | 1.3% | 38 |
|
|
2019
Q2 | $13.2M | Sell |
83,955
-5,272
| -6% | -$831K | 1.4% | 36 |
|
|
2019
Q1 | $14.3M | Buy |
89,227
+967
| +1% | +$156K | 1.56% | 36 |
|
|
2018
Q4 | $16.8M | Sell |
88,260
-2,632
| -3% | -$500K | 2.19% | 15 |
|
|
2018
Q3 | $18.9M | Sell |
90,892
-1,202
| -1% | -$250K | 2.24% | 14 |
|
|
2018
Q2 | $15.7M | Buy |
92,094
+947
| +1% | +$161K | 1.91% | 32 |
|
|
2018
Q1 | $15.3M | Buy |
91,147
+2,387
| +3% | +$400K | 1.86% | 32 |
|
|
2017
Q4 | $18M | Sell |
88,760
-1,937
| -2% | -$393K | 2.17% | 19 |
|
|
2017
Q3 | $17M | Buy |
90,697
+1,810
| +2% | +$338K | 2.13% | 20 |
|
|
2017
Q2 | $14.9M | Buy |
+88,887
| New | +$14.9M | 1.99% | 28 |
|