Polaris Wealth Advisory Group’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $12.9M | Sell |
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|
2022
Q3 | $36.8M | Sell |
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|
2022
Q2 | $39.1M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $4.3M | Buy |
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|
2020
Q2 | $4.43M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $33.9M | Sell |
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|
2019
Q3 | $30.2M | Buy |
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|
2019
Q2 | $2.58M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $20.4M | Sell |
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|
2018
Q3 | $25.3M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $30K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $15.3M | Buy |
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|
2016
Q1 | $13.4M | Buy |
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|
2015
Q4 | $8.77M | Buy |
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|
2015
Q3 | $6.82M | Buy |
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|
2015
Q2 | $6.13M | Buy |
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|
2015
Q1 | $5.28M | Buy |
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|
2014
Q4 | $3.47M | Sell |
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|
2014
Q3 | $2.88M | Buy |
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|
2014
Q2 | $2.33M | Buy |
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|
2014
Q1 | $2.22M | Buy |
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|
2013
Q4 | $1.8M | Buy |
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|
2013
Q3 | $1.22M | Buy |
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|
2013
Q2 | $773K | Buy |
|