Key Client Fiduciary 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 | $601K | Buy |
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|
2025
Q2 | $537K | Buy |
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|
2025
Q1 | $481K | Buy |
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|
2024
Q4 | $314K | Sell |
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|
2024
Q3 | $452K | Buy |
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|
2024
Q2 | $377K | Sell |
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|
2024
Q1 | $517K | Sell |
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|
2023
Q4 | $514K | Buy |
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|
2023
Q3 | $432K | Buy |
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|
2023
Q2 | $369K | Buy |
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|
2023
Q1 | $323K | Buy |
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|
2022
Q4 | $389K | Buy |
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|
2022
Q3 | $325K | Sell |
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|
2022
Q2 | $361K | Buy |
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|
2022
Q1 | $374K | Sell |
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|
2021
Q4 | $397K | Buy |
|