Fortis Group Advisors’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.2K | Hold |
250
| – | – | ﹤0.01% | 298 |
|
2025
Q1 | $16.9K | Hold |
250
| – | – | ﹤0.01% | 265 |
|
2024
Q4 | $11.2K | Hold |
250
| – | – | ﹤0.01% | 299 |
|
2024
Q3 | $15.7K | Hold |
250
| – | – | ﹤0.01% | 266 |
|
2024
Q2 | $14.8K | Hold |
250
| – | – | ﹤0.01% | 262 |
|
2024
Q1 | $19.9K | Sell |
250
-250
| -50% | -$19.9K | ﹤0.01% | 261 |
|
2023
Q4 | $39.5K | Buy |
500
+250
| +100% | +$19.7K | 0.01% | 182 |
|
2023
Q3 | $17.5K | Buy |
+250
| New | +$17.5K | 0.01% | 184 |
|
2020
Q3 | $14K | Buy |
+250
| New | +$14K | ﹤0.01% | 263 |
|