Gladstone Institutional Advisory’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 | $1.49M | Sell |
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|
2025
Q2 | $1.76M | Buy |
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|
2025
Q1 | $771K | Sell |
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|
2024
Q4 | $576K | Sell |
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|
2024
Q3 | $915K | Buy |
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|
2024
Q2 | $692K | Sell |
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|
2024
Q1 | $939K | Sell |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $971K | Buy |
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|
2023
Q2 | $868K | Buy |
|
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|
2023
Q1 | $706K | Buy |
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|
2022
Q4 | $858K | Buy |
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|
2022
Q3 | $856K | Sell |
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|
2022
Q2 | $1.6M | Sell |
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|
2022
Q1 | $2.49M | Buy |
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|
2021
Q4 | $2.5M | Buy |
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|
2021
Q3 | $488K | Sell |
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|
2021
Q2 | $759K | Buy |
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|
2021
Q1 | $377K | Buy |
|