Lugano Financial Advisors SA (LFA)’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
Q2 | $77.8K | Hold |
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|
2025
Q1 | $77.2K | Sell |
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|
2024
Q4 | $65.9K | Hold |
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|
2024
Q3 | $92.3K | Buy |
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|
2024
Q2 | $77.7K | Buy |
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|
2024
Q1 | $25.2K | Buy |
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|
2023
Q4 | $6.24K | Sell |
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|
2023
Q3 | $28.7K | Sell |
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|
2023
Q2 | $107K | Buy |
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|
2023
Q1 | $111K | Sell |
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|
2022
Q4 | $445K | Sell |
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|
2022
Q3 | $879K | Buy |
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|
2022
Q2 | $444K | Hold |
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|
2022
Q1 | $486K | Hold |
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|
2021
Q4 | $495K | Hold |
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|
2021
Q3 | $407K | Hold |
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|
2021
Q2 | $400K | Hold |
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|
2021
Q1 | $361K | Hold |
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|
2020
Q4 | $328K | Buy |
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|
2020
Q3 | $274K | Hold |
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|
2020
Q2 | $285K | Hold |
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|
2020
Q1 | $300K | Hold |
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|
2019
Q4 | $328K | Buy |
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|
2019
Q2 | $241K | Hold |
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|
2019
Q1 | $238K | Buy |
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|
2018
Q4 | $322K | Hold |
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|
2018
Q3 | $322K | Buy |
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|
2018
Q2 | $176K | Buy |
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