Fortis 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
Q3 | $317K | Hold |
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|
2025
Q2 | $290K | Hold |
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|
2025
Q1 | $285K | Sell |
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|
2024
Q4 | $229K | Hold |
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|
2024
Q3 | $321K | Hold |
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|
2024
Q2 | $301K | Hold |
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|
2024
Q1 | $407K | Hold |
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|
2023
Q4 | $403K | Hold |
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|
2023
Q3 | $356K | Hold |
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|
2023
Q2 | $353K | Hold |
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|
2023
Q1 | $379K | Hold |
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|
2022
Q4 | $475K | Hold |
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|
2022
Q3 | $486K | Buy |
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|
2022
Q2 | $442K | Buy |
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|
2022
Q1 | $392K | Hold |
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|
2021
Q4 | $400K | Buy |
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|
2021
Q3 | $255K | Hold |
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|
2021
Q2 | $250K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $13K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $22K | Buy |
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|
2018
Q3 | $24K | Hold |
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|
2018
Q2 | $19K | Hold |
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|
2018
Q1 | $19K | Buy |
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