Loring Wolcott & Coolidge Fiduciary 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
Q3 | $705K | Sell |
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|
2025
Q2 | $619K | Hold |
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|
2025
Q1 | $588K | Sell |
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|
2024
Q4 | $546K | Sell |
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|
2024
Q3 | $558K | Sell |
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|
2024
Q2 | $652K | Sell |
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|
2024
Q1 | $892K | Sell |
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|
2023
Q4 | $1.07M | Hold |
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|
2023
Q3 | $1M | Sell |
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|
2023
Q2 | $1.06M | Buy |
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|
2023
Q1 | $749K | Sell |
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|
2022
Q4 | $941K | Sell |
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|
2022
Q3 | $964K | Sell |
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|
2022
Q2 | $964K | Buy |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $1.13M | Sell |
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|
2021
Q3 | $1.12M | Sell |
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|
2021
Q2 | $1.12M | Sell |
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|
2021
Q1 | $1.97M | Buy |
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|
2020
Q4 | $1.78M | Sell |
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|
2020
Q3 | $1.67M | Sell |
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|
2020
Q2 | $3.7M | Sell |
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|
2020
Q1 | $6.55M | Sell |
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|
2019
Q4 | $15M | Sell |
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|
2019
Q3 | $15.5M | Sell |
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|
2019
Q2 | $16.7M | Sell |
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|
2019
Q1 | $17.2M | Sell |
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|
2018
Q4 | $22.9M | Sell |
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|
2018
Q3 | $27.7M | Sell |
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|
2018
Q2 | $24.1M | Sell |
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|
2018
Q1 | $25.8M | Sell |
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|
2017
Q4 | $32.6M | Sell |
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|
2017
Q3 | $37.6M | Sell |
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|
2017
Q2 | $38.1M | Buy |
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|
2017
Q1 | $37.2M | Sell |
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|
2016
Q4 | $37.7M | Sell |
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|
2016
Q3 | $43.4M | Buy |
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|
2016
Q2 | $35.5M | Buy |
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|
2016
Q1 | $34.8M | Buy |
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|
2015
Q4 | $30.2M | Buy |
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|
2015
Q3 | $26.7M | Hold |
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|
2015
Q2 | $26.7M | Sell |
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|
2015
Q1 | $26.4M | Sell |
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|
2014
Q4 | $24.7M | Sell |
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|
2014
Q3 | $20.6M | Buy |
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|
2014
Q2 | $19.4M | Sell |
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|
2014
Q1 | $20M | Sell |
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|
2013
Q4 | $19.4M | Sell |
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|
2013
Q3 | $15.8M | Sell |
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|
2013
Q2 | $16.5M | Buy |
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