Fiduciary Group’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
Q3 | $201K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $251K | Sell |
|
|||||
|
2024
Q2 | $357K | Sell |
|
|||||
|
2024
Q1 | $560K | Sell |
|
|||||
|
2023
Q4 | $581K | Sell |
|
|||||
|
2023
Q3 | $4M | Sell |
|
|||||
|
2023
Q2 | $3.97M | Buy |
|
|||||
|
2023
Q1 | $4.19M | Buy |
|
|||||
|
2022
Q4 | $5.21M | Sell |
|
|||||
|
2022
Q3 | $5.67M | Buy |
|
|||||
|
2022
Q2 | $5.52M | Buy |
|
|||||
|
2022
Q1 | $3.92M | Buy |
|
|||||
|
2021
Q4 | $719K | Buy |
|
|||||
|
2021
Q3 | $470K | Hold |
|
|||||
|
2021
Q2 | $434K | Hold |
|
|||||
|
2021
Q1 | $407K | Buy |
|
|||||
|
2020
Q4 | $299K | Buy |
|
|||||
|
2020
Q3 | $231K | Buy |
|
|||||
|
2020
Q2 | $257K | Buy |
|
|||||
|
2020
Q1 | $222K | Buy |
|
|||||
|
2019
Q4 | $264K | Sell |
|
|||||
|
2019
Q3 | $415K | Buy |
|
|||||
|
2019
Q2 | $353K | Buy |
|
|||||
|
2019
Q1 | $339K | Buy |
|
|||||
|
2018
Q4 | $359K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $578K | Sell |
|
|||||
|
2016
Q3 | $890K | Sell |
|
|||||
|
2016
Q2 | $988K | Sell |
|
|||||
|
2016
Q1 | $1.27M | Sell |
|
|||||
|
2015
Q4 | $1.45M | Sell |
|
|||||
|
2015
Q3 | $2.08M | Buy |
|
|||||
|
2015
Q2 | $2M | Buy |
|