LWA
Lowe Wealth Advisors’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5K | Buy |
268
+2
| +0.8% | +$138 | 0.01% | 206 |
|
|
2025
Q1 | $18K | Sell |
266
-7
| -3% | -$474 | 0.01% | 206 |
|
|
2024
Q4 | $12.2K | Buy |
273
+12
| +5% | +$538 | 0.01% | 217 |
|
|
2024
Q3 | $16.4K | Sell |
261
-36
| -12% | -$2.27K | 0.01% | 184 |
|
|
2024
Q2 | $17.5K | Sell |
297
-98
| -25% | -$5.79K | 0.01% | 179 |
|
|
2024
Q1 | $31.5K | Buy |
395
+2
| +0.5% | +$160 | 0.01% | 138 |
|
|
2023
Q4 | $31.1K | Buy |
393
+2
| +0.5% | +$158 | 0.02% | 138 |
|
|
2023
Q3 | $27.3K | Sell |
391
-224
| -36% | -$15.7K | 0.01% | 135 |
|
|
2023
Q2 | $42.5K | Buy |
615
+2
| +0.3% | +$138 | 0.02% | 120 |
|
|
2023
Q1 | $45.6K | Buy |
613
+1
| +0.2% | +$74 | 0.02% | 107 |
|
|
2022
Q4 | $57K | Buy |
612
+1
| +0.2% | +$93 | 0.03% | 99 |
|
|
2022
Q3 | $58K | Buy |
611
+226
| +59% | +$21.5K | 0.03% | 85 |
|
|
2022
Q2 | $36K | Buy |
385
+1
| +0.3% | +$94 | 0.02% | 111 |
|
|
2022
Q1 | $39K | Buy |
384
+1
| +0.3% | +$102 | 0.02% | 116 |
|
|
2021
Q4 | $39K | Buy |
383
+101
| +36% | +$10.3K | 0.02% | 116 |
|
|
2021
Q3 | $24K | Buy |
282
+1
| +0.4% | +$85 | 0.01% | 131 |
|
|
2021
Q2 | $23K | Buy |
281
+2
| +0.7% | +$164 | 0.01% | 134 |
|
|
2021
Q1 | $21K | Buy |
279
+59
| +27% | +$4.44K | 0.01% | 133 |
|
|
2020
Q4 | $15K | Buy |
220
+1
| +0.5% | +$68 | 0.01% | 142 |
|
|
2020
Q3 | $13K | Buy |
219
+2
| +0.9% | +$119 | 0.01% | 141 |
|
|
2020
Q2 | $14K | Buy |
217
+1
| +0.5% | +$65 | 0.01% | 129 |
|
|
2020
Q1 | $13K | Buy |
216
+2
| +0.9% | +$120 | 0.01% | 128 |
|
|
2019
Q4 | $16K | Buy |
214
+1
| +0.5% | +$75 | 0.01% | 126 |
|
|
2019
Q3 | $13K | Buy |
213
+1
| +0.5% | +$61 | 0.01% | 135 |
|
|
2019
Q2 | $12K | Buy |
212
+2
| +1% | +$113 | 0.01% | 146 |
|
|
2019
Q1 | $11K | Buy |
210
+39
| +23% | +$2.04K | 0.01% | 138 |
|
|
2018
Q4 | $11K | Buy |
171
+1
| +0.6% | +$64 | 0.01% | 134 |
|
|
2018
Q3 | $13K | Buy |
170
+2
| +1% | +$153 | 0.01% | 132 |
|
|
2018
Q2 | $11K | Buy |
168
+1
| +0.6% | +$65 | 0.01% | 134 |
|
|
2018
Q1 | $10K | Buy |
167
+1
| +0.6% | +$60 | 0.01% | 148 |
|
|
2017
Q4 | $12K | Buy |
166
+1
| +0.6% | +$72 | 0.01% | 145 |
|
|
2017
Q3 | $13K | Buy |
165
+1
| +0.6% | +$79 | 0.01% | 139 |
|
|
2017
Q2 | $13K | Buy |
164
+1
| +0.6% | +$79 | 0.01% | 119 |
|
|
2017
Q1 | $13K | Buy |
163
+1
| +0.6% | +$80 | 0.01% | 120 |
|
|
2016
Q4 | $13K | Buy |
162
+1
| +0.6% | +$80 | 0.01% | 122 |
|
|
2016
Q3 | $14K | Buy |
161
+1
| +0.6% | +$87 | 0.01% | 122 |
|
|
2016
Q2 | $15K | Hold |
160
| – | – | 0.01% | 117 |
|
|
2016
Q1 | $17K | Buy |
160
+1
| +0.6% | +$106 | 0.01% | 101 |
|
|
2015
Q4 | $16K | Buy |
159
+1
| +0.6% | +$101 | 0.01% | 102 |
|
|
2015
Q3 | $15K | Hold |
158
| – | – | 0.01% | 98 |
|
|
2015
Q2 | $17K | Buy |
158
+1
| +0.6% | +$108 | 0.01% | 106 |
|
|
2015
Q1 | $16K | Hold |
157
| – | – | 0.01% | 111 |
|
|
2014
Q4 | $15K | Buy |
+157
| New | +$15K | 0.01% | 112 |
|