KCFA
Key Client Fiduciary Advisors’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Buy |
7,791
+695
| +10% | +$47.9K | 0.22% | 103 |
|
|
2025
Q1 | $481K | Buy |
7,096
+96
| +1% | +$6.5K | 0.22% | 103 |
|
|
2024
Q4 | $314K | Sell |
7,000
-182
| -3% | -$8.17K | 0.14% | 142 |
|
|
2024
Q3 | $452K | Buy |
7,182
+795
| +12% | +$50K | 0.2% | 105 |
|
|
2024
Q2 | $377K | Sell |
6,387
-94
| -1% | -$5.55K | 0.19% | 113 |
|
|
2024
Q1 | $517K | Sell |
6,481
-25
| -0.4% | -$1.99K | 0.27% | 83 |
|
|
2023
Q4 | $514K | Buy |
6,506
+314
| +5% | +$24.8K | 0.3% | 82 |
|
|
2023
Q3 | $432K | Buy |
6,192
+854
| +16% | +$59.6K | 0.27% | 93 |
|
|
2023
Q2 | $369K | Buy |
5,338
+987
| +23% | +$68.2K | 0.21% | 109 |
|
|
2023
Q1 | $323K | Buy |
4,351
+174
| +4% | +$12.9K | 0.2% | 113 |
|
|
2022
Q4 | $389K | Buy |
4,177
+772
| +23% | +$71.9K | 0.26% | 87 |
|
|
2022
Q3 | $325K | Sell |
3,405
-491
| -13% | -$46.9K | 0.29% | 71 |
|
|
2022
Q2 | $361K | Buy |
3,896
+197
| +5% | +$18.3K | 0.35% | 66 |
|
|
2022
Q1 | $374K | Sell |
3,699
-152
| -4% | -$15.4K | 0.3% | 79 |
|
|
2021
Q4 | $397K | Buy |
+3,851
| New | +$397K | 0.33% | 72 |
|