Addison 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 | $471K | Sell |
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|
2025
Q2 | $432K | Buy |
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|
2025
Q1 | $419K | Sell |
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|
2024
Q4 | $288K | Sell |
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|
2024
Q3 | $491K | Buy |
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|
2024
Q2 | $160K | Buy |
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|
2024
Q1 | $188K | Buy |
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|
2023
Q4 | $183K | Sell |
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|
2023
Q3 | $182K | Buy |
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|
2023
Q2 | $179K | Sell |
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|
2023
Q1 | $246K | Buy |
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|
2022
Q4 | $308K | Sell |
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|
2022
Q3 | $340K | Buy |
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|
2022
Q2 | $318K | Sell |
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|
2022
Q1 | $358K | Buy |
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|
2021
Q4 | $207K | Buy |
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|
2021
Q3 | $79K | Buy |
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|
2021
Q2 | $77K | Buy |
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|
2020
Q4 | $63K | Buy |
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