Resurgent Financial 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 | $215K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $346K | Buy |
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|
2023
Q4 | $236K | Sell |
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|
2023
Q3 | $211K | Buy |
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|
2023
Q2 | $207K | Sell |
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|
2023
Q1 | $228K | Sell |
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|
2022
Q4 | $476K | Sell |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $461K | Sell |
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|
2022
Q1 | $635K | Buy |
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|
2021
Q4 | $328K | Buy |
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