Lloyd Advisory Services’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
-15
Closed -$1.15K 894
2025
Q4
$1.15K Buy
+15
New +$1.18K ﹤0.01% 477
2023
Q4
Sell
-6,843
Closed -$478K 190
2023
Q3
$478K Buy
+6,843
New +$485K 0.16% 132
2022
Q2
Sell
-493
Closed -$50K 172
2022
Q1
$50K Sell
493
-78
-14% -$8.19K 0.02% 224
2021
Q4
$59K Hold
571
0.03% 183
2021
Q3
$48K Sell
571
-36
-6% -$3.02K 0.02% 163
2021
Q2
$51K Hold
607
0.03% 152
2021
Q1
$46K Buy
607
+539
+793% +$39.3K 0.03% 141
2020
Q4
$5K Hold
68
﹤0.01% 240
2020
Q3
$4K Buy
68
+8
+13% +$498 ﹤0.01% 243
2020
Q2
$4K Buy
60
+13
+28% +$819 ﹤0.01% 222
2020
Q1
$3K Hold
47
﹤0.01% 195
2019
Q4
$3K Buy
+47
New +$3.3K ﹤0.01% 269

Other funds holding CVS