Willner & Heller’s Cigna CI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $532K | Sell |
1,610
-54
| -3% | -$17.9K | 0.45% | 78 |
|
2025
Q1 | $548K | Buy |
1,664
+731
| +78% | +$241K | 0.51% | 64 |
|
2024
Q4 | $258K | Buy |
933
+139
| +18% | +$38.4K | 0.23% | 130 |
|
2024
Q3 | $275K | Buy |
794
+73
| +10% | +$25.3K | 0.25% | 127 |
|
2024
Q2 | $238K | Buy |
721
+3
| +0.4% | +$991 | 0.23% | 130 |
|
2024
Q1 | $261K | Buy |
718
+3
| +0.4% | +$1.09K | 0.26% | 122 |
|
2023
Q4 | $214K | Buy |
+715
| New | +$214K | 0.24% | 126 |
|
2022
Q4 | $233K | Buy |
+702
| New | +$233K | 0.33% | 114 |
|