Lineweaver Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.83M | Buy |
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|
2023
Q4 | $1.66M | Sell |
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|
2023
Q3 | $1.91M | Sell |
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|
2023
Q2 | $2.09M | Buy |
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|
2023
Q1 | $2.22M | Buy |
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|
2022
Q4 | $2.61M | Buy |
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|
2022
Q3 | $2.63M | Buy |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1M | Buy |
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|
2021
Q4 | $888K | Buy |
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|
2021
Q3 | $464K | Buy |
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|
2021
Q2 | $342K | Buy |
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|
2021
Q1 | $305K | Sell |
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|
2020
Q4 | $314K | Buy |
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|
2020
Q3 | $237K | Buy |
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|
2020
Q2 | $227K | Buy |
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