Claro Advisors’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
Q2 | – | Sell |
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|
2025
Q1 | $558K | Buy |
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|
2024
Q4 | $218K | Sell |
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|
2024
Q3 | $756K | Buy |
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|
2024
Q2 | $559K | Buy |
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|
2024
Q1 | $732K | Buy |
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|
2023
Q4 | $645K | Sell |
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|
2023
Q3 | $577K | Buy |
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|
2023
Q2 | $548K | Sell |
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|
2023
Q1 | $920K | Sell |
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q3 | $1.11M | Hold |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $1.13M | Hold |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $837K | Sell |
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|
2021
Q2 | $824K | Buy |
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|
2021
Q1 | $733K | Buy |
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|
2020
Q4 | $560K | Buy |
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|
2020
Q3 | $402K | Buy |
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|
2020
Q2 | $393K | Buy |
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|
2020
Q1 | $322K | Buy |
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|
2019
Q4 | $280K | Sell |
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|
2019
Q3 | $273K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $280K | Buy |
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