Optimum Investment Advisors’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 | $174K | Sell |
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|
2025
Q2 | $187K | Sell |
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|
2025
Q1 | $249K | Sell |
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|
2024
Q4 | $170K | Sell |
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|
2024
Q3 | $249K | Sell |
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|
2024
Q2 | $237K | Hold |
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|
2024
Q1 | $320K | Hold |
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|
2023
Q4 | $317K | Sell |
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|
2023
Q3 | $301K | Buy |
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|
2023
Q2 | $298K | Sell |
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|
2023
Q1 | $324K | Sell |
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|
2022
Q4 | $440K | Hold |
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|
2022
Q3 | $451K | Buy |
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|
2022
Q2 | $436K | Sell |
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|
2022
Q1 | $481K | Sell |
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|
2021
Q4 | $491K | Hold |
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|
2021
Q3 | $404K | Hold |
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|
2021
Q2 | $397K | Buy |
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|
2021
Q1 | $325K | Sell |
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|
2020
Q4 | $337K | Buy |
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|
2020
Q3 | $231K | Sell |
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|
2020
Q2 | $312K | Sell |
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|
2020
Q1 | $295K | Sell |
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|
2019
Q4 | $392K | Sell |
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|
2019
Q3 | $378K | Buy |
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|
2019
Q2 | $325K | Sell |
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|
2019
Q1 | $336K | Sell |
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|
2018
Q4 | $1.01M | Buy |
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|
2018
Q3 | $274K | Hold |
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|
2018
Q2 | $224K | Sell |
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|
2018
Q1 | $220K | Buy |
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|
2017
Q4 | $248K | Sell |
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|
2017
Q3 | $280K | Hold |
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|
2017
Q2 | $277K | Buy |
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|
2017
Q1 | $225K | Buy |
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|
2016
Q4 | $223K | Sell |
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|
2016
Q3 | $323K | Sell |
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|
2016
Q2 | $405K | Sell |
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|
2016
Q1 | $516K | Sell |
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|
2015
Q4 | $509K | Buy |
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|
2015
Q3 | $478K | Buy |
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|
2015
Q1 | $294K | Hold |
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|
2014
Q4 | $275K | Sell |
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|
2014
Q3 | $245K | Hold |
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|
2014
Q2 | $232K | Hold |
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|
2014
Q1 | $230K | Sell |
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|
2013
Q4 | $236K | Buy |
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|
2013
Q3 | $162K | Buy |
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