Glass Jacobson Investment 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 | $63.7K | Buy |
|
|||||
|
2025
Q2 | $57.7K | Sell |
|
|||||
|
2025
Q1 | $48.2K | Hold |
|
|||||
|
2024
Q4 | $48.2K | Sell |
|
|||||
|
2024
Q3 | $76.7K | Buy |
|
|||||
|
2024
Q2 | $56.8K | Buy |
|
|||||
|
2024
Q1 | $64.4K | Buy |
|
|||||
|
2023
Q4 | $63.5K | Buy |
|
|||||
|
2023
Q3 | $49.1K | Buy |
|
|||||
|
2023
Q2 | $48.5K | Buy |
|
|||||
|
2022
Q4 | $51.3K | Buy |
|