Heritage 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
Q3 | $52.8K | Hold |
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|
2025
Q2 | $48.3K | Hold |
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|
2025
Q1 | $47.4K | Hold |
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|
2024
Q4 | $31.4K | Hold |
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|
2024
Q3 | $44K | Sell |
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|
2024
Q2 | $159K | Sell |
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|
2024
Q1 | $233K | Sell |
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|
2023
Q4 | $292K | Hold |
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|
2023
Q3 | $258K | Sell |
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|
2023
Q2 | $322K | Sell |
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|
2023
Q1 | $373K | Sell |
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|
2022
Q4 | $642K | Buy |
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|
2022
Q3 | $615K | Sell |
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|
2022
Q2 | $611K | Buy |
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|
2022
Q1 | $653K | Sell |
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|
2021
Q4 | $1.5M | Hold |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $1.2M | Sell |
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|
2021
Q1 | $1.15M | Sell |
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|
2020
Q4 | $1.18M | Buy |
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|
2020
Q3 | $273K | Sell |
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|
2020
Q2 | $326K | Sell |
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|
2020
Q1 | $307K | Sell |
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|
2019
Q4 | $427K | Buy |
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|
2019
Q3 | $336K | Sell |
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|
2019
Q2 | $292K | Buy |
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|
2019
Q1 | $289K | Sell |
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|
2018
Q4 | $364K | Buy |
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|
2018
Q3 | $359K | Hold |
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|
2018
Q2 | $295K | Buy |
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|
2018
Q1 | $273K | Sell |
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|
2017
Q4 | $337K | Sell |
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|
2017
Q3 | $406K | Buy |
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|
2017
Q2 | $330K | Buy |
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|
2017
Q1 | $324K | Sell |
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|
2016
Q4 | $328K | Sell |
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|
2016
Q3 | $403K | Buy |
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|
2016
Q2 | $311K | Buy |
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