Waverly 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 | $3.73M | Sell |
11,275
-452
| -4% | -$149K | 0.04% | 361 |
|
|
2025
Q1 | $3.86M | Buy |
11,727
+327
| +3% | +$108K | 0.05% | 343 |
|
|
2024
Q4 | $3.15M | Buy |
11,400
+5,764
| +102% | +$1.59M | 0.05% | 290 |
|
|
2024
Q3 | $1.95M | Sell |
5,636
-12
| -0.2% | -$4.16K | 0.04% | 333 |
|
|
2024
Q2 | $1.87M | Buy |
5,648
+819
| +17% | +$271K | 0.04% | 324 |
|
|
2024
Q1 | $1.75M | Buy |
4,829
+2,752
| +132% | +$1,000K | 0.04% | 278 |
|
|
2023
Q4 | $622K | Buy |
2,077
+101
| +5% | +$30.2K | 0.02% | 271 |
|
|
2023
Q3 | $565K | Buy |
1,976
+44
| +2% | +$12.6K | 0.02% | 250 |
|
|
2023
Q2 | $542K | Buy |
+1,932
| New | +$542K | 0.02% | 235 |
|
|
2014
Q4 | – | Sell |
-50
| Closed | -$5K | – | 467 |
|
|
2014
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 614 |
|
|
2014
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 573 |
|
|
2014
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 582 |
|
|
2013
Q4 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 696 |
|