OHWA
Oak Hill Wealth Advisors’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Hold |
4,319
| – | – | 0.06% | 126 |
|
|
2025
Q1 | $293K | Buy |
+4,319
| New | +$293K | 0.07% | 112 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 134 |
|
|
2024
Q3 | – | Sell |
-5,750
| Closed | -$340K | – | 36 |
|
|
2024
Q2 | $340K | Buy |
+5,750
| New | +$340K | 0.1% | 83 |
|
|
2024
Q1 | – | Sell |
-6,950
| Closed | -$549K | – | 27 |
|
|
2023
Q4 | $549K | Sell |
6,950
-451
| -6% | -$35.6K | 0.19% | 58 |
|
|
2023
Q3 | $517K | Sell |
7,401
-1,813
| -20% | -$127K | 0.2% | 59 |
|
|
2023
Q2 | $763K | Sell |
9,214
-84
| -0.9% | -$6.96K | 0.28% | 44 |
|
|
2023
Q1 | $693K | Sell |
9,298
-100
| -1% | -$7.45K | 0.27% | 52 |
|
|
2022
Q4 | $876K | Buy |
+9,398
| New | +$876K | 0.36% | 42 |
|