Heron Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $391K | Sell |
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|
2023
Q1 | $434K | Sell |
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|
2022
Q4 | $541K | Sell |
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|
2022
Q3 | $580K | Buy |
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|
2022
Q2 | $554K | Sell |
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|
2022
Q1 | $626K | Sell |
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|
2021
Q4 | $677K | Buy |
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|
2021
Q3 | $504K | Hold |
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|
2021
Q2 | $495K | Hold |
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|
2021
Q1 | $441K | Sell |
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|
2020
Q4 | $441K | Sell |
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|
2020
Q3 | $378K | Buy |
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|
2020
Q2 | $274K | Sell |
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|
2020
Q1 | $276K | Sell |
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|
2019
Q4 | $362K | Buy |
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