Willner & Heller’s Cigna CI Stock Holding History

Willner & Heller’s Portfolio CI Stock Details CI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$426K	Sell
2025 Q2	$532K	Sell
2025 Q1	$548K	Buy
2024 Q4	$258K	Buy
2024 Q3	$275K	Buy
2024 Q2	$238K	Buy
2024 Q1	$261K	Buy
2023 Q4	$214K	Buy
2022 Q4	$233K	Buy