OneAscent Financial Services’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 | $337K | Sell |
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|
2025
Q2 | $388K | Sell |
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|
2025
Q1 | $792K | Buy |
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|
2024
Q4 | $271K | Buy |
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|
2024
Q3 | $309K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $561K | Buy |
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|
2023
Q4 | $522K | Sell |
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|
2023
Q3 | $497K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $345K | Sell |
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|
2022
Q4 | $593K | Buy |
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|
2022
Q3 | $333K | Sell |
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|
2022
Q2 | $404K | Buy |
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|
2022
Q1 | $366K | Sell |
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|
2021
Q4 | $418K | Buy |
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