Wescott Financial Advisory Group’s Cigna CI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
965
+13
| +1% | +$4.3K | 0.03% | 143 |
|
|
2025
Q1 | $313K | Buy |
952
+3
| +0.3% | +$986 | 0.03% | 138 |
|
|
2024
Q4 | $262K | Buy |
949
+31
| +3% | +$8.56K | 0.03% | 151 |
|
|
2024
Q3 | $318K | Buy |
918
+5
| +0.5% | +$1.73K | 0.03% | 144 |
|
|
2024
Q2 | $302K | Buy |
913
+256
| +39% | +$84.6K | 0.04% | 143 |
|
|
2024
Q1 | $239K | Buy |
+657
| New | +$239K | 0.03% | 148 |
|
|
2023
Q1 | – | Sell |
-613
| Closed | -$203K | – | 159 |
|
|
2022
Q4 | $203K | Buy |
+613
| New | +$203K | 0.04% | 145 |
|