BA
Bellwether Advisors’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414 | Buy |
+6
| New | +$414 | ﹤0.01% | 550 |
|
|
2023
Q2 | – | Sell |
-1,139
| Closed | -$84.6K | – | 169 |
|
|
2023
Q1 | $84.6K | Hold |
1,139
| – | – | 0.02% | 162 |
|
|
2022
Q4 | $106K | Hold |
1,139
| – | – | 0.03% | 151 |
|
|
2022
Q3 | $108K | Hold |
1,139
| – | – | 0.04% | 122 |
|
|
2022
Q2 | $105K | Sell |
1,139
-8,009
| -88% | -$738K | 0.03% | 134 |
|
|
2022
Q1 | $925K | Buy |
9,148
+8,493
| +1,297% | +$859K | 0.28% | 65 |
|
|
2021
Q4 | $67K | Sell |
655
-12,175
| -95% | -$1.25M | 0.02% | 178 |
|
|
2021
Q3 | $1.09M | Buy |
12,830
+12,642
| +6,724% | +$1.07M | 0.36% | 58 |
|
|
2021
Q2 | $15K | Hold |
188
| – | – | 0.01% | 236 |
|
|
2021
Q1 | $14K | Hold |
188
| – | – | 0.01% | 221 |
|
|
2020
Q4 | $12K | Buy |
+188
| New | +$12K | 0.01% | 220 |
|