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Legend Financial Advisors’s CVS Health CVS Stock Holding History

Legend Financial Advisors’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-125
Closed -$8.62K – 65
2025
Q2 		$8.62K Buy
+125
New +$8.2K 0.01% 120
2025
Q1 		– Sell
-125
Closed -$5.61K – 82
2024
Q4 		$5.61K Hold
125
– – ﹤0.01% 148
2024
Q3 		$7.86K Hold
125
– – 0.01% 112
2024
Q2 		$7.38K Sell
125
-25
-17% -$1.56K 0.01% 170
2024
Q1 		$12K Buy
150
+100
+200% +$7.64K 0.01% 126
2023
Q4 		$3.95K Buy
+50
New +$3.56K ﹤0.01% 158
2023
Q3 		– Sell
-225
Closed -$15.6K – 197
2023
Q2 		$15.6K Buy
225
+53
+31% +$3.77K 0.01% 117
2023
Q1 		$12.8K Sell
172
-75
-30% -$6.29K 0.01% 133
2022
Q4 		$23K Buy
247
+225
+1,023% +$21.7K 0.02% 107
2022
Q3 		$2.1K Buy
+22
New +$2.18K ﹤0.01% 207

Other funds holding CVS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return