Powers 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
2024
Q4
Sell
2024
Q3
$217K Sell
2024
Q2
$250K Buy
2024
Q1
$330K Buy
2023
Q4
$326K Buy
2023
Q3
$282K Buy
2023
Q2
$278K Buy
2023
Q1
$282K Buy
2022
Q4
$352K Buy
2022
Q3
$359K Sell
2022
Q2
$354K Buy
2022
Q1
$385K Buy
2021
Q4
$391K Buy