Founders Financial Alliance’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 | $763K | Sell |
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|
2025
Q2 | $728K | Buy |
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|
2025
Q1 | $714K | Buy |
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|
2024
Q4 | $457K | Sell |
|
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.04M | Sell |
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|
2024
Q1 | $1.43M | Buy |
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|
2023
Q4 | $876K | Buy |
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|
2023
Q3 | $756K | Sell |
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|
2023
Q2 | $797K | Buy |
|
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|
2023
Q1 | $805K | Sell |
|
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $846K | Sell |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $930K | Buy |
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|
2021
Q2 | $869K | Buy |
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|
2021
Q1 | $851K | Sell |
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|
2020
Q4 | $719K | Buy |
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|
2020
Q3 | $602K | Buy |
|