Great Valley Advisor Group’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 | $399K | Buy |
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|
2025
Q2 | $365K | Sell |
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|
2025
Q1 | $392K | Buy |
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|
2024
Q4 | $232K | Sell |
|
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|
2024
Q3 | $449K | Sell |
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|
2024
Q2 | $634K | Sell |
|
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|
2024
Q1 | $1.66M | Buy |
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|
2023
Q4 | $1.5M | Buy |
|
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|
2023
Q3 | $1.19M | Sell |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.45M | Buy |
|
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|
2022
Q4 | $1.74M | Sell |
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|
2022
Q3 | $1.92M | Sell |
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|
2022
Q2 | $1.91M | Buy |
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|
2022
Q1 | $786K | Sell |
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|
2021
Q4 | $837K | Buy |
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|
2021
Q3 | $707K | Buy |
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|
2021
Q2 | $649K | Buy |
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|
2021
Q1 | $592K | Sell |
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|
2020
Q4 | $581K | Buy |
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|
2020
Q3 | $431K | Buy |
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|
2020
Q2 | $465K | Buy |
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|
2020
Q1 | $372K | Sell |
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|
2019
Q4 | $467K | Buy |
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|
2019
Q3 | $277K | Sell |
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|
2019
Q2 | $242K | Buy |
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|
2019
Q1 | $219K | Buy |
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|
2018
Q4 | $240K | Buy |
|