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Pacific Capital Wealth Advisors’s CVS Health CVS Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,714
Closed -$76.9K – 152
2024
Q4 		$76.9K Hold
1,714
– – 0.01% 121
2024
Q3 		$108K Hold
1,714
– – 0.02% 108
2024
Q2 		$101K Sell
1,714
-45
-3% -$2.81K 0.02% 109
2024
Q1 		$140K Buy
1,759
+45
+3% +$3.44K 0.03% 79
2023
Q4 		$135K Buy
+1,714
New +$122K 0.03% 81
2022
Q4 		– Sell
-2,264
Closed -$216K – 92
2022
Q3 		$216K Buy
+2,264
New +$224K 0.06% 75
2020
Q4 		– Sell
-1,908
Closed -$111K – 93
2020
Q3 		$111K Buy
+1,908
New +$119K 0.07% 79

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