HCR Wealth Advisors’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $188K | Hold |
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|
2025
Q2 | $198K | Hold |
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|
2025
Q1 | $185K | Hold |
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|
2024
Q4 | $214K | Hold |
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|
2024
Q3 | $178K | Hold |
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|
2024
Q2 | $172K | Hold |
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|
2024
Q1 | $178K | Hold |
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|
2023
Q4 | $202K | Hold |
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|
2023
Q3 | $166K | Hold |
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|
2023
Q2 | $133K | Hold |
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|
2023
Q1 | $167K | Hold |
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|
2022
Q4 | $260K | Hold |
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|
2022
Q3 | $253K | Hold |
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|
2022
Q2 | $250K | Hold |
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|
2022
Q1 | $232K | Buy |
|