Mariner Wealth Advisors (Cincinnati)’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $26M | Buy |
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|
2018
Q2 | $19.4M | Buy |
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|
2018
Q1 | $2.08M | Buy |
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|
2017
Q4 | $413K | Buy |
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|
2017
Q3 | $386K | Sell |
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|
2017
Q2 | $514K | Sell |
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|
2017
Q1 | $728K | Sell |
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|
2016
Q4 | $1.44M | Sell |
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|
2016
Q3 | $3.18M | Buy |
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|
2016
Q2 | $3.31M | Buy |
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|
2016
Q1 | $3.16M | Buy |
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|
2015
Q4 | $1.99M | Buy |
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|
2015
Q1 | $351K | Hold |
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|
2014
Q4 | $328K | Buy |
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|
2014
Q3 | $234K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $218K | Buy |
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|
2013
Q4 | $203K | Buy |
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