JNBA Financial 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 | $277K | Sell |
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|
2025
Q2 | $329K | Hold |
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|
2025
Q1 | $323K | Sell |
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|
2024
Q4 | $244K | Sell |
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|
2024
Q3 | $356K | Sell |
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|
2024
Q2 | $348K | Sell |
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|
2024
Q1 | $489K | Sell |
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|
2023
Q4 | $485K | Sell |
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|
2023
Q3 | $464K | Sell |
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|
2023
Q2 | $461K | Buy |
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|
2023
Q1 | $458K | Sell |
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|
2022
Q4 | $596K | Hold |
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|
2022
Q3 | $609K | Sell |
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|
2022
Q2 | $602K | Hold |
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|
2022
Q1 | $658K | Sell |
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|
2021
Q4 | $699K | Hold |
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|
2021
Q3 | $575K | Hold |
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|
2021
Q2 | $565K | Hold |
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|
2021
Q1 | $510K | Buy |
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|
2020
Q4 | $454K | Hold |
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|
2020
Q3 | $388K | Buy |
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|
2020
Q2 | $427K | Hold |
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|
2020
Q1 | $390K | Sell |
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|
2019
Q4 | $513K | Buy |
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|
2019
Q3 | $424K | Buy |
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|
2019
Q2 | $364K | Buy |
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|
2019
Q1 | $355K | Sell |
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|
2018
Q4 | $600K | Sell |
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|
2018
Q3 | $3.83M | Buy |
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|
2018
Q2 | $408K | Buy |
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|
2018
Q1 | $394K | Buy |
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|
2017
Q4 | $459K | Buy |
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|
2017
Q3 | $488K | Buy |
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|
2017
Q2 | $483K | Hold |
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|
2017
Q1 | $471K | Sell |
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|
2016
Q4 | $507K | Sell |
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|
2016
Q3 | $637K | Buy |
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|
2016
Q2 | $609K | Hold |
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|
2016
Q1 | $660K | Buy |
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|
2015
Q4 | $609K | Buy |
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|
2015
Q3 | $487K | Hold |
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|
2015
Q2 | $529K | Sell |
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|
2015
Q1 | $538K | Sell |
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|
2014
Q4 | $514K | Sell |
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|
2014
Q3 | $447K | Buy |
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|
2014
Q2 | $412K | Buy |
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|
2014
Q1 | $390K | Buy |
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|
2013
Q4 | $351K | Hold |
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|
2013
Q3 | $279K | Sell |
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|
2013
Q2 | $286K | Buy |
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