Advisor OS’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 | Sell |
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|
2025
Q2 | $257K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $229K | Sell |
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|
2023
Q4 | $285K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $205K | Sell |
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|
2023
Q1 | $230K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $256K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $207K | Sell |
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|
2021
Q1 | $210K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $425K | Buy |
|