HCR Wealth 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
Q4 | $215K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $2.14M | Buy |
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|
2023
Q1 | $2.11M | Sell |
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|
2022
Q4 | $2.69M | Sell |
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|
2022
Q3 | $2.79M | Sell |
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|
2022
Q2 | $2.77M | Sell |
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|
2022
Q1 | $3.13M | Sell |
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|
2021
Q4 | $3.43M | Sell |
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|
2021
Q3 | $2.88M | Buy |
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|
2021
Q2 | $302K | Hold |
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|
2021
Q1 | $272K | Sell |
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|
2020
Q4 | $288K | Buy |
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|
2020
Q3 | $244K | Sell |
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|
2020
Q2 | $274K | Sell |
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|
2020
Q1 | $265K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $219K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $206K | Buy |
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|
2018
Q4 | $253K | Buy |
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|
2018
Q3 | $259K | Sell |
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|
2018
Q2 | $235K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $272K | Hold |
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|
2017
Q3 | $305K | Hold |
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|
2017
Q2 | $302K | Sell |
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|
2017
Q1 | $296K | Sell |
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|
2016
Q4 | $341K | Buy |
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