EverSource Wealth Advisors’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $899K | Sell |
13,030
-3,078
| -19% | -$212K | 0.04% | 305 |
|
|
2025
Q1 | $1.09M | Sell |
16,108
-210
| -1% | -$14.2K | 0.06% | 226 |
|
|
2024
Q4 | $733K | Buy |
16,318
+490
| +3% | +$22K | 0.04% | 295 |
|
|
2024
Q3 | $995K | Buy |
15,828
+210
| +1% | +$13.2K | 0.06% | 220 |
|
|
2024
Q2 | $942K | Buy |
15,618
+1,753
| +13% | +$106K | 0.06% | 223 |
|
|
2024
Q1 | $939K | Buy |
13,865
+2,970
| +27% | +$201K | 0.07% | 192 |
|
|
2023
Q4 | $860K | Sell |
10,895
-6,533
| -37% | -$516K | 0.08% | 181 |
|
|
2023
Q3 | $1.22M | Sell |
17,428
-1,230
| -7% | -$85.9K | 0.13% | 140 |
|
|
2023
Q2 | $1.29M | Buy |
18,658
+7,462
| +67% | +$516K | 0.14% | 132 |
|
|
2023
Q1 | $832K | Buy |
11,196
+785
| +8% | +$58.3K | 0.1% | 157 |
|
|
2022
Q4 | $970K | Sell |
10,411
-2,663
| -20% | -$248K | 0.15% | 120 |
|
|
2022
Q3 | $1.25M | Buy |
13,074
+10,172
| +351% | +$970K | 0.29% | 68 |
|
|
2022
Q2 | $269K | Buy |
2,902
+837
| +41% | +$77.6K | 0.07% | 223 |
|
|
2022
Q1 | $209K | Buy |
2,065
+251
| +14% | +$25.4K | 0.05% | 250 |
|
|
2021
Q4 | $187K | Buy |
+1,814
| New | +$187K | 0.05% | 228 |
|