J.W. Coons 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
Q2
$2.27M Sell
2025
Q1
$2.25M Sell
2024
Q4
$1.53M Sell
2024
Q3
$2.16M Sell
2024
Q2
$2.04M Sell
2024
Q1
$2.8M Sell
2023
Q4
$2.81M Sell
2023
Q3
$2.58M Sell
2023
Q2
$2.66M Sell
2023
Q1
$3.22M Buy
2022
Q4
$3.98M Buy
2022
Q3
$3.86M Buy
2022
Q2
$3.61M Buy
2022
Q1
$3.93M Buy
2021
Q4
$3.81M Buy
2021
Q3
$2.95M Buy
2021
Q2
$2.76M Hold
2021
Q1
$2.49M Hold
2020
Q4
$2.25M Buy
2020
Q3
$1.92M Buy
2020
Q2
$2.11M Buy
2020
Q1
$1.64M Buy