Kestra Advisory Services’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 | $7.21M | Buy |
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|
2025
Q2 | $5.38M | Sell |
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|
2025
Q1 | $5.88M | Buy |
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|
2024
Q4 | $3.6M | Sell |
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|
2024
Q3 | $12.7M | Sell |
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|
2024
Q2 | $20.5M | Buy |
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|
2024
Q1 | $13.9M | Buy |
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|
2023
Q4 | $12.9M | Sell |
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|
2023
Q3 | $11.7M | Sell |
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|
2023
Q2 | $13.3M | Buy |
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|
2023
Q1 | $9.4M | Sell |
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|
2022
Q4 | $15M | Sell |
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|
2022
Q3 | $20.9M | Buy |
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|
2022
Q2 | $16M | Buy |
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|
2022
Q1 | $16.3M | Sell |
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|
2021
Q4 | $22.7M | Sell |
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|
2021
Q3 | $25.4M | Buy |
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|
2021
Q2 | $17.9M | Sell |
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|
2021
Q1 | $16.3M | Sell |
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|
2020
Q4 | $20M | Buy |
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|
2020
Q3 | $10M | Buy |
|