Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $294K | Buy |
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|
2024
Q3 | $320K | Sell |
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|
2024
Q2 | $359K | Buy |
|
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|
2024
Q1 | $415K | Sell |
|
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|
2023
Q4 | $482K | Sell |
|
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|
2023
Q3 | $584K | Buy |
|
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|
2023
Q2 | $547K | Sell |
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|
2023
Q1 | $720K | Sell |
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|
2022
Q4 | $945K | Sell |
|
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|
2022
Q3 | $996K | Buy |
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|
2022
Q2 | $963K | Sell |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $1.34M | Buy |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $912K | Sell |
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|
2021
Q1 | $851K | Sell |
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|
2020
Q4 | $1.17M | Buy |
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|
2020
Q3 | $927K | Buy |
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|
2020
Q2 | $927K | Buy |
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|
2020
Q1 | $709K | Buy |
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|
2019
Q4 | $465K | Buy |
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|
2019
Q3 | $97K | Sell |
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|
2019
Q2 | $486K | Buy |
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|
2019
Q1 | $477K | Buy |
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|
2018
Q4 | $494K | Buy |
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|
2018
Q3 | $258K | Buy |
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