AWAU
Alliance Wealth Advisors (Utah)’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Buy |
4,954
+107
| +2% | +$7.38K | 0.08% | 203 |
|
|
2025
Q1 | $328K | Sell |
4,847
-275
| -5% | -$18.6K | 0.09% | 201 |
|
|
2024
Q4 | $230K | Buy |
5,122
+25
| +0.5% | +$1.12K | 0.06% | 239 |
|
|
2024
Q3 | $320K | Buy |
5,097
+771
| +18% | +$48.5K | 0.08% | 202 |
|
|
2024
Q2 | $255K | Buy |
4,326
+562
| +15% | +$33.2K | 0.08% | 203 |
|
|
2024
Q1 | $300K | Buy |
3,764
+455
| +14% | +$36.3K | 0.09% | 202 |
|
|
2023
Q4 | $261K | Sell |
3,309
-491
| -13% | -$38.8K | 0.09% | 212 |
|
|
2023
Q3 | $265K | Buy |
3,800
+453
| +14% | +$31.6K | 0.1% | 189 |
|
|
2023
Q2 | $231K | Buy |
3,347
+558
| +20% | +$38.6K | 0.09% | 207 |
|
|
2023
Q1 | $207K | Buy |
2,789
+554
| +25% | +$41.2K | 0.08% | 216 |
|
|
2022
Q4 | $208K | Buy |
+2,235
| New | +$208K | 0.09% | 208 |
|