Delta Financial 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 | $1.26M | Buy |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $798K | Sell |
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|
2024
Q3 | $2.21M | Buy |
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|
2024
Q2 | $1.83M | Sell |
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|
2024
Q1 | $2.6M | Buy |
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|
2023
Q4 | $2.51M | Sell |
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|
2023
Q3 | $2.26M | Buy |
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|
2023
Q2 | $2.23M | Buy |
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|
2023
Q1 | $2.36M | Sell |
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|
2022
Q4 | $3.01M | Sell |
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|
2022
Q3 | $3.09M | Buy |
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|
2022
Q2 | $2.99M | Sell |
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|
2022
Q1 | $3.29M | Sell |
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|
2021
Q4 | $3.37M | Buy |
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|
2021
Q3 | $2.77M | Buy |
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|
2021
Q2 | $2.71M | Sell |
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|
2021
Q1 | $3.63M | Buy |
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|
2020
Q4 | $3.17M | Sell |
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|
2020
Q3 | $2.7M | Buy |
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|
2020
Q2 | $2.19M | Sell |
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|
2020
Q1 | $2.13M | Sell |
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|
2019
Q4 | $3.69M | Sell |
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|
2019
Q3 | $3.39M | Sell |
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|
2019
Q2 | $2.96M | Buy |
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