Weatherly Asset Management’s Cigna CI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$415K Buy
1,255
+13
+1% +$4.3K 0.04% 138
2025
Q1
$409K Hold
1,242
0.04% 139
2024
Q4
$343K Sell
1,242
-5
-0.4% -$1.38K 0.03% 147
2024
Q3
$432K Buy
1,247
+155
+14% +$53.7K 0.04% 135
2024
Q2
$361K Hold
1,092
0.03% 141
2024
Q1
$397K Sell
1,092
-30
-3% -$10.9K 0.04% 134
2023
Q4
$336K Hold
1,122
0.04% 143
2023
Q3
$321K Sell
1,122
-91
-8% -$26K 0.04% 147
2023
Q2
$340K Sell
1,213
-141
-10% -$39.6K 0.04% 146
2023
Q1
$346K Hold
1,354
0.04% 146
2022
Q4
$449K Sell
1,354
-54
-4% -$17.9K 0.06% 135
2022
Q3
$391K Sell
1,408
-53
-4% -$14.7K 0.06% 142
2022
Q2
$385K Sell
1,461
-7
-0.5% -$1.85K 0.05% 149
2022
Q1
$352K Hold
1,468
0.04% 167
2021
Q4
$337K Sell
1,468
-10
-0.7% -$2.3K 0.04% 166
2021
Q3
$296K Sell
1,478
-113
-7% -$22.6K 0.04% 167
2021
Q2
$377K Sell
1,591
-3
-0.2% -$711 0.05% 153
2021
Q1
$385K Sell
1,594
-51
-3% -$12.3K 0.05% 150
2020
Q4
$342K Sell
1,645
-73
-4% -$15.2K 0.05% 153
2020
Q3
$291K Sell
1,718
-49
-3% -$8.3K 0.05% 157
2020
Q2
$332K Sell
1,767
-47
-3% -$8.83K 0.06% 151
2020
Q1
$321K Sell
1,814
-102
-5% -$18.1K 0.07% 144
2019
Q4
$392K Sell
1,916
-59
-3% -$12.1K 0.07% 144
2019
Q3
$300K Sell
1,975
-143
-7% -$21.7K 0.06% 158
2019
Q2
$334K Sell
2,118
-125
-6% -$19.7K 0.07% 150
2019
Q1
$361K Sell
2,243
-220
-9% -$35.4K 0.07% 143
2018
Q4
$468K Buy
+2,463
New +$468K 0.11% 132