WMS Partners’s Cigna CI Stock Holding History

WMS Partners’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 Q1	–	Sell
2024 Q4	$280K	Sell
2024 Q3	$376K	Sell
2024 Q2	$377K	Buy
2024 Q1	$404K	Buy
2023 Q4	$317K	Buy
2023 Q3	$294K	Sell
2023 Q2	$294K	Buy