Keystone Financial Planning’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 | $341K | Hold |
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|
2025
Q2 | $312K | Hold |
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|
2025
Q1 | $306K | Hold |
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|
2024
Q4 | $203K | Hold |
|
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|
2024
Q3 | $284K | Hold |
|
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|
2024
Q2 | $267K | Sell |
|
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|
2024
Q1 | $365K | Hold |
|
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|
2023
Q4 | $361K | Hold |
|
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|
2023
Q3 | $319K | Hold |
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|
2023
Q2 | $316K | Hold |
|
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|
2023
Q1 | $340K | Sell |
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|
2022
Q4 | $496K | Sell |
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|
2022
Q3 | $525K | Buy |
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|
2022
Q2 | $492K | Hold |
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|
2022
Q1 | $537K | Sell |
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|
2021
Q4 | $555K | Sell |
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|
2021
Q3 | $474K | Hold |
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|
2021
Q2 | $466K | Hold |
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|
2021
Q1 | $420K | Hold |
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|
2020
Q4 | $381K | Hold |
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|
2020
Q3 | $326K | Hold |
|
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|
2020
Q2 | $363K | Sell |
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|
2020
Q1 | $417K | Sell |
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|
2019
Q4 | $8.12M | Sell |
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|
2019
Q3 | $7.24M | Buy |
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|
2019
Q2 | $6.14M | Buy |
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|
2019
Q1 | $5.54M | Buy |
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|
2018
Q4 | $4.46M | Buy |
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|
2018
Q3 | $5.36M | Buy |
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|
2018
Q2 | $3.8M | Buy |
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|
2018
Q1 | $2.54M | Buy |
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|
2017
Q4 | $2.18M | Buy |
|