Geller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $275K | Sell |
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|
2024
Q2 | $351K | Sell |
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|
2024
Q1 | $484K | Buy |
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|
2023
Q4 | $473K | Sell |
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|
2023
Q3 | $429K | Sell |
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|
2023
Q2 | $441K | Buy |
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|
2023
Q1 | $374K | Buy |
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|
2022
Q4 | $383K | Buy |
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|
2022
Q3 | $362K | Hold |
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|
2022
Q2 | $352K | Hold |
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|
2022
Q1 | $384K | Sell |
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|
2021
Q4 | $402K | Buy |
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|
2021
Q3 | $331K | Buy |
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|
2021
Q2 | $298K | Buy |
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|
2021
Q1 | $269K | Buy |
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|
2020
Q4 | $225K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $312K | Buy |
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|
2016
Q2 | $297K | Hold |
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|
2016
Q1 | $322K | Sell |
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|
2015
Q4 | $410K | Buy |
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|
2015
Q3 | $299K | Hold |
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|
2015
Q2 | $325K | Hold |
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|
2015
Q1 | $320K | Sell |
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|
2014
Q4 | $362K | Buy |
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