Guardian Wealth Advisors (North Carolina)’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $218K | Buy |
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|
2025
Q3 | $207K | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $415K | Buy |
|
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|
2023
Q4 | $391K | Sell |
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|
2023
Q3 | $377K | Sell |
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|
2023
Q2 | $417K | Buy |
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|
2023
Q1 | $448K | Buy |
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|
2022
Q4 | $484K | Buy |
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|
2022
Q3 | $482K | Buy |
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|
2022
Q2 | $343K | Buy |
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|
2022
Q1 | $311K | Buy |
|