Kestra Private Wealth 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 | $4.67M | Buy |
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|
2025
Q2 | $2.77M | Buy |
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|
2025
Q1 | $2.59M | Buy |
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|
2024
Q4 | $1.63M | Sell |
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|
2024
Q3 | $2.32M | Sell |
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|
2024
Q2 | $3M | Sell |
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|
2024
Q1 | $7.52M | Sell |
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|
2023
Q4 | $7.7M | Buy |
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|
2023
Q3 | $6.19M | Buy |
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|
2023
Q2 | $5.45M | Sell |
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|
2023
Q1 | $6.2M | Buy |
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|
2022
Q4 | $6.94M | Sell |
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|
2022
Q3 | $7.21M | Sell |
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|
2022
Q2 | $7.27M | Buy |
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|
2022
Q1 | $7.33M | Buy |
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|
2021
Q4 | $7.45M | Sell |
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|
2021
Q3 | $6.3M | Buy |
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|
2021
Q2 | $5.87M | Buy |
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|
2021
Q1 | $5.17M | Buy |
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|
2020
Q4 | $3.93M | Buy |
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|
2020
Q3 | $2.89M | Buy |
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