1620 Investment Advisors’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $206K | Buy |
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|
2025
Q2 | $178K | Buy |
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|
2025
Q1 | $145K | Sell |
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|
2024
Q4 | $101K | Sell |
|
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|
2024
Q3 | $189K | Sell |
|
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|
2024
Q2 | $180K | Sell |
|
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|
2024
Q1 | $291K | Sell |
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|
2023
Q4 | $309K | Buy |
|
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|
2023
Q3 | $269K | Buy |
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|
2023
Q2 | $264K | Buy |
|
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|
2023
Q1 | $281K | Sell |
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|
2022
Q4 | $787K | Buy |
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|
2022
Q3 | $785K | Sell |
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|
2022
Q2 | $776K | Sell |
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|
2022
Q1 | $880K | Hold |
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|
2021
Q4 | $880K | Buy |
|