West Oak Capital’s Cigna CI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49K | Buy |
2,675
+600
| +29% | +$559 | 0.1% | 112 |
|
|
2025
Q1 | $2.26K | Hold |
2,075
| – | – | 0.09% | 112 |
|
|
2024
Q4 | $2.06M | Hold |
2,075
| – | – | 0.07% | 113 |
|
|
2024
Q3 | $2.37K | Hold |
2,075
| – | – | 0.04% | 109 |
|
|
2024
Q2 | $218K | Buy |
2,075
+1,600
| +337% | +$168K | 0.09% | 114 |
|
|
2024
Q1 | $175K | Hold |
475
| – | – | 0.07% | 128 |
|
|
2023
Q4 | $149K | Hold |
475
| – | – | 0.07% | 131 |
|
|
2023
Q3 | $141K | Hold |
475
| – | – | 0.07% | 130 |
|
|
2023
Q2 | $140K | Sell |
475
-50
| -10% | -$14.7K | 0.07% | 130 |
|
|
2023
Q1 | $142K | Hold |
525
| – | – | 0.07% | 129 |
|
|
2022
Q4 | $178K | Buy |
525
+50
| +11% | +$17K | 0.09% | 112 |
|
|
2022
Q3 | $132K | Buy |
475
+45
| +10% | +$12.5K | 0.07% | 127 |
|
|
2022
Q2 | $113K | Hold |
430
| – | – | 0.06% | 142 |
|
|
2022
Q1 | $103K | Hold |
430
| – | – | 0.05% | 148 |
|
|
2021
Q4 | $99K | Hold |
430
| – | – | 0.04% | 162 |
|
|
2021
Q3 | $86K | Hold |
430
| – | – | 0.03% | 166 |
|
|
2021
Q2 | $102K | Hold |
430
| – | – | 0.04% | 153 |
|
|
2021
Q1 | $104K | Hold |
430
| – | – | 0.04% | 150 |
|
|
2020
Q4 | $90K | Buy |
430
+26
| +6% | +$5.44K | 0.04% | 151 |
|
|
2020
Q3 | $68K | Hold |
404
| – | – | 0.04% | 154 |
|
|
2020
Q2 | $76K | Hold |
404
| – | – | 0.04% | 150 |
|
|
2020
Q1 | $72K | Hold |
404
| – | – | 0.05% | 146 |
|
|
2019
Q4 | $83K | Hold |
404
| – | – | 0.05% | 152 |
|
|
2019
Q3 | $61K | Hold |
404
| – | – | 0.04% | 167 |
|
|
2019
Q2 | $64K | Hold |
404
| – | – | 0.04% | 166 |
|
|
2019
Q1 | $65K | Sell |
404
-36
| -8% | -$5.79K | 0.04% | 161 |
|
|
2018
Q4 | $83.6K | Buy |
+440
| New | +$83.6K | 0.06% | 141 |
|
|
2018
Q2 | – | Sell |
-60
| Closed | -$10.1K | – | 336 |
|
|
2018
Q1 | $10.1K | Sell |
60
-50
| -45% | -$8.39K | 0.01% | 270 |
|
|
2017
Q4 | $22.3K | Hold |
110
| – | – | 0.01% | 208 |
|
|
2017
Q3 | $20.6K | Buy |
+110
| New | +$20.6K | 0.01% | 231 |
|
|
2017
Q2 | – | Sell |
-164
| Closed | -$24K | – | 350 |
|
|
2017
Q1 | $24K | Buy |
+164
| New | +$24K | 0.01% | 229 |
|