JFS 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 | $265K | Sell |
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|
2025
Q2 | $344K | Sell |
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|
2025
Q1 | $374K | Buy |
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|
2024
Q4 | $173K | Sell |
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|
2024
Q3 | $262K | Sell |
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|
2024
Q2 | $260K | Sell |
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|
2024
Q1 | $379K | Sell |
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|
2023
Q4 | $464K | Sell |
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|
2023
Q3 | $438K | Buy |
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|
2023
Q2 | $392K | Sell |
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|
2023
Q1 | $468K | Sell |
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|
2022
Q4 | $658K | Sell |
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|
2022
Q3 | $692K | Sell |
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|
2022
Q2 | $682K | Buy |
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|
2022
Q1 | $678K | Sell |
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|
2021
Q4 | $697K | Sell |
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|
2021
Q3 | $616K | Buy |
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|
2021
Q2 | $540K | Sell |
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|
2021
Q1 | $501K | Sell |
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|
2020
Q4 | $461K | Buy |
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|
2020
Q3 | $388K | Buy |
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|
2020
Q2 | $339K | Hold |
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|
2020
Q1 | $309K | Sell |
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|
2019
Q4 | $1.04M | Sell |
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|
2019
Q3 | $925K | Sell |
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|
2019
Q2 | $898K | Buy |
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|
2019
Q1 | $562K | Buy |
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|
2018
Q4 | $667K | Sell |
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|
2018
Q3 | $898K | Sell |
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|
2018
Q2 | $904K | Sell |
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|
2018
Q1 | $940K | Sell |
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|
2017
Q4 | $1.16M | Sell |
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|
2017
Q3 | $1.3M | Sell |
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|
2017
Q2 | $1.46M | Sell |
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|
2017
Q1 | $1.55M | Hold |
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|
2016
Q4 | $1.55M | Sell |
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|
2016
Q3 | $2.04M | Buy |
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|
2016
Q2 | $1.83M | Buy |
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|
2016
Q1 | $1.84M | Sell |
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|
2015
Q4 | $1.81M | Buy |
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|
2015
Q3 | $1.67M | Buy |
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|
2015
Q2 | $116K | Sell |
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|
2015
Q1 | $115K | Hold |
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|
2014
Q4 | $107K | Sell |
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|
2014
Q3 | $92K | Buy |
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|
2014
Q2 | $87K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $246K | Sell |
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|
2013
Q3 | $218K | Buy |
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