Keystone Financial Services (Colorado)’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $217K | Sell |
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|
2025
Q3 | $207K | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $222K | Buy |
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|
2024
Q1 | $291K | Sell |
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|
2023
Q4 | $293K | Sell |
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|
2023
Q3 | $278K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $209K | Sell |
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|
2022
Q2 | $216K | Sell |
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|
2022
Q1 | $224K | Buy |
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|
2021
Q4 | $209K | Buy |
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