Legacy Financial 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
Q2 | $305K | Buy |
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|
2025
Q1 | $260K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $578K | Buy |
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|
2024
Q2 | $539K | Buy |
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|
2024
Q1 | $242K | Buy |
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|
2023
Q4 | $201K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $238K | Sell |
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|
2022
Q4 | $375K | Sell |
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|
2022
Q3 | $385K | Buy |
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|
2022
Q2 | $265K | Sell |
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|
2022
Q1 | $337K | Buy |
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|
2021
Q4 | $288K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.13M | Sell |
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|
2019
Q3 | $975K | Buy |
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|
2019
Q2 | $722K | Sell |
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|
2019
Q1 | $734K | Buy |
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|
2018
Q4 | $853K | Sell |
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|
2018
Q3 | $1.25M | Sell |
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|
2018
Q2 | $1.1M | Sell |
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|
2018
Q1 | $1.06M | Buy |
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|
2017
Q4 | $1.03M | Buy |
|