AWA
Aaron Wealth Advisors’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $852K | Buy |
12,348
+1,448
| +13% | +$99.9K | 0.09% | 152 |
|
|
2025
Q1 | $738K | Buy |
10,900
+2,078
| +24% | +$141K | 0.08% | 155 |
|
|
2024
Q4 | $396K | Sell |
8,822
-3,994
| -31% | -$179K | 0.05% | 254 |
|
|
2024
Q3 | $806K | Buy |
12,816
+2,450
| +24% | +$154K | 0.1% | 132 |
|
|
2024
Q2 | $612K | Sell |
10,366
-30
| -0.3% | -$1.77K | 0.09% | 146 |
|
|
2024
Q1 | $829K | Buy |
10,396
+537
| +5% | +$42.8K | 0.12% | 108 |
|
|
2023
Q4 | $778K | Sell |
9,859
-221
| -2% | -$17.5K | 0.13% | 101 |
|
|
2023
Q3 | $704K | Sell |
10,080
-21,777
| -68% | -$1.52M | 0.09% | 119 |
|
|
2023
Q2 | $2.2M | Buy |
31,857
+22,520
| +241% | +$1.56M | 0.29% | 58 |
|
|
2023
Q1 | $694K | Sell |
9,337
-1,450
| -13% | -$108K | 0.1% | 124 |
|
|
2022
Q4 | $1.01M | Buy |
10,787
+7,139
| +196% | +$665K | 0.15% | 93 |
|
|
2022
Q3 | $348K | Buy |
3,648
+65
| +2% | +$6.2K | 0.06% | 150 |
|
|
2022
Q2 | $332K | Sell |
3,583
-313,710
| -99% | -$29.1M | 0.08% | 140 |
|
|
2022
Q1 | $3.14M | Buy |
317,293
+314,168
| +10,053% | +$3.1M | 0.04% | 174 |
|
|
2021
Q4 | $322K | Buy |
3,125
+443
| +17% | +$45.6K | 0.09% | 136 |
|
|
2021
Q3 | $227K | Buy |
2,682
+273
| +11% | +$23.1K | 0.06% | 145 |
|
|
2021
Q2 | $201K | Sell |
2,409
-1,599
| -40% | -$133K | 0.07% | 151 |
|
|
2021
Q1 | $301K | Buy |
+4,008
| New | +$301K | 0.11% | 116 |
|