Williams Jones Wealth Management’s Cigna CI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-6,931
| Closed | -$2.29M | – | 515 |
|
|
2025
Q2 | $2.29M | Sell |
6,931
-905
| -12% | -$292K | 0.03% | 174 |
|
|
2025
Q1 | $2.58M | Sell |
7,836
-2,950
| -27% | -$889K | 0.03% | 165 |
|
|
2024
Q4 | $2.98M | Buy |
10,786
+12
| +0.1% | +$3.83K | 0.04% | 165 |
|
|
2024
Q3 | $3.73M | Sell |
10,774
-399
| -4% | -$137K | 0.04% | 152 |
|
|
2024
Q2 | $3.69M | Sell |
11,173
-105
| -0.9% | -$36.2K | 0.05% | 153 |
|
|
2024
Q1 | $4.1M | Sell |
11,278
-490
| -4% | -$161K | 0.05% | 137 |
|
|
2023
Q4 | $3.52M | Sell |
11,768
-970
| -8% | -$283K | 0.05% | 144 |
|
|
2023
Q3 | $3.64M | Buy |
12,738
+29
| +0.2% | +$8.27K | 0.06% | 141 |
|
|
2023
Q2 | $3.57M | Hold |
12,709
| – | – | 0.05% | 147 |
|
|
2023
Q1 | $3.25M | Sell |
12,709
-228
| -2% | -$66.4K | 0.05% | 159 |
|
|
2022
Q4 | $4.29M | Sell |
12,937
-5
| -0% | -$1.58K | 0.07% | 144 |
|
|
2022
Q3 | $3.59M | Buy |
12,942
+5
| +0% | +$1.41K | 0.06% | 153 |
|
|
2022
Q2 | $3.41M | Buy |
12,937
+1,928
| +18% | +$497K | 0.06% | 164 |
|
|
2022
Q1 | $2.64M | Sell |
11,009
-489
| -4% | -$114K | 0.04% | 181 |
|
|
2021
Q4 | $2.64M | Sell |
11,498
-48
| -0.4% | -$10.2K | 0.03% | 180 |
|
|
2021
Q3 | $2.31M | Sell |
11,546
-1,015
| -8% | -$221K | 0.03% | 184 |
|
|
2021
Q2 | $2.98M | Sell |
12,561
-295
| -2% | -$73.7K | 0.04% | 171 |
|
|
2021
Q1 | $3.11M | Sell |
12,856
-690
| -5% | -$154K | 0.05% | 164 |
|
|
2020
Q4 | $2.82M | Sell |
13,546
-150
| -1% | -$29.4K | 0.05% | 157 |
|
|
2020
Q3 | $2.32M | Sell |
13,696
-2,151
| -14% | -$379K | 0.04% | 156 |
|
|
2020
Q2 | $2.97M | Hold |
15,847
| – | – | 0.06% | 136 |
|
|
2020
Q1 | $2.81M | Hold |
15,847
| – | – | 0.07% | 121 |
|
|
2019
Q4 | $3.24M | Hold |
15,847
| – | – | 0.06% | 140 |
|
|
2019
Q3 | $2.4M | Buy |
+15,847
| New | +$2.58M | 0.05% | 154 |
|
Other funds holding CI
