Avantax Planning Partners’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $258K | Sell |
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|
2024
Q1 | $387K | Sell |
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|
2023
Q4 | $500K | Sell |
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|
2023
Q3 | $572K | Sell |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $942K | Sell |
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|
2022
Q4 | $1.21M | Sell |
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|
2022
Q3 | $1.26M | Sell |
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|
2022
Q2 | $1.25M | Sell |
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|
2022
Q1 | $1.38M | Sell |
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|
2021
Q4 | $1.44M | Sell |
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|
2021
Q3 | $1.23M | Sell |
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|
2021
Q2 | $2.38M | Buy |
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|
2021
Q1 | $1.55M | Sell |
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|
2020
Q4 | $1.65M | Sell |
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|
2020
Q3 | $1.62M | Buy |
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|
2020
Q2 | $1.77M | Buy |
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|
2020
Q1 | $1.5M | Buy |
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|
2019
Q4 | $738K | Sell |
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|
2019
Q3 | $663K | Buy |
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|
2019
Q2 | $573K | Sell |
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|
2019
Q1 | $589K | Buy |
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|
2018
Q4 | $568K | Sell |
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|
2018
Q3 | $694K | Buy |
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|
2018
Q2 | $549K | Buy |
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|
2018
Q1 | $520K | Buy |
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|
2017
Q4 | $570K | Sell |
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|
2017
Q3 | $1.35M | Buy |
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|
2017
Q2 | $1.29M | Buy |
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|
2017
Q1 | $1.18M | Sell |
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|
2016
Q4 | $1.52M | Buy |
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