Forvis Mazars Wealth 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 | $1.24M | Sell |
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|
2025
Q2 | $1.25M | Buy |
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|
2025
Q1 | $1.22M | Sell |
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|
2024
Q4 | $985K | Sell |
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|
2024
Q3 | $1.67M | Sell |
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|
2024
Q2 | $1.62M | Sell |
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|
2024
Q1 | $2.3M | Buy |
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|
2023
Q4 | $2.12M | Buy |
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|
2023
Q3 | $1.84M | Sell |
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|
2023
Q2 | $2.68M | Buy |
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|
2023
Q1 | $1.76M | Buy |
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|
2022
Q4 | $2.12M | Buy |
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|
2022
Q3 | $2.09M | Buy |
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|
2022
Q2 | $1.92M | Sell |
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|
2022
Q1 | $2.14M | Buy |
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|
2021
Q4 | $2M | Buy |
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|
2021
Q3 | $1.58M | Buy |
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|
2021
Q2 | $1.55M | Sell |
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|
2021
Q1 | $1.44M | Sell |
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|
2020
Q4 | $1.48M | Buy |
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|
2020
Q3 | $1.04M | Buy |
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|
2020
Q2 | $1.07M | Buy |
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|
2020
Q1 | $765K | Buy |
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|
2019
Q4 | $724K | Buy |
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|
2019
Q3 | $441K | Sell |
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|
2019
Q2 | $586K | Sell |
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|
2019
Q1 | $720K | Buy |
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|
2018
Q4 | $468K | Buy |
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|
2018
Q3 | $507K | Buy |
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|
2018
Q2 | $413K | Buy |
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|
2018
Q1 | $369K | Sell |
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|
2017
Q4 | $437K | Sell |
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|
2017
Q3 | $571K | Buy |
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|
2017
Q2 | $507K | Buy |
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|
2017
Q1 | $466K | Buy |
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|
2016
Q4 | $456K | Sell |
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|
2016
Q3 | $533K | Sell |
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|
2016
Q2 | $764K | Sell |
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|
2016
Q1 | $846K | Sell |
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|
2015
Q4 | $839K | Buy |
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|
2015
Q3 | $715K | Buy |
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|
2015
Q2 | $538K | Sell |
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|
2015
Q1 | $550K | Buy |
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|
2014
Q4 | $463K | Buy |
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|
2014
Q3 | $305K | Hold |
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|
2014
Q2 | $289K | Sell |
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|
2014
Q1 | $309K | Buy |
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|
2013
Q4 | $293K | Sell |
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|
2013
Q3 | $236K | Sell |
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|
2013
Q2 | $243K | Buy |
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