Advisornet Financial’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 | $1.62M | Buy |
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|
2025
Q2 | $231K | Sell |
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|
2025
Q1 | $233K | Sell |
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|
2024
Q4 | $197K | Sell |
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|
2024
Q3 | $322K | Sell |
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|
2024
Q2 | $393K | Sell |
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|
2024
Q1 | $559K | Buy |
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|
2023
Q4 | $423K | Sell |
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|
2023
Q3 | $447K | Sell |
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|
2023
Q2 | $539K | Sell |
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|
2023
Q1 | $1.22M | Buy |
|
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|
2022
Q4 | $1.51M | Sell |
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|
2022
Q3 | $1.55M | Buy |
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|
2022
Q2 | $1.45M | Buy |
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|
2022
Q1 | $1.03M | Sell |
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|
2021
Q4 | $1.24M | Sell |
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|
2021
Q3 | $1.72M | Sell |
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|
2021
Q2 | $2.46M | Buy |
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|
2021
Q1 | $2.18M | Buy |
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|
2020
Q4 | $1.96M | Buy |
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|
2020
Q3 | $1.62M | Buy |
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|
2020
Q2 | $1.52M | Buy |
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|
2020
Q1 | $1.05M | Buy |
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|
2019
Q4 | $1.11M | Sell |
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|
2019
Q3 | $1.07M | Buy |
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|
2019
Q2 | $684K | Buy |
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|
2019
Q1 | $585K | Buy |
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|
2018
Q4 | $313K | Sell |
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|
2018
Q3 | $1.2M | Buy |
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|
2018
Q2 | $955K | Sell |
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|
2018
Q1 | $937K | Sell |
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|
2017
Q4 | $1.21M | Buy |
|