RDFA
Ritter Daniher Financial Advisory’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 315 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 311 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 316 |
|
|
2024
Q2 | – | Sell |
-100
| Closed | -$7.98K | – | 308 |
|
|
2024
Q1 | $7.98K | Hold |
100
| – | – | ﹤0.01% | 230 |
|
|
2023
Q4 | $7.9K | Hold |
100
| – | – | ﹤0.01% | 244 |
|
|
2023
Q3 | $6.99K | Hold |
100
| – | – | ﹤0.01% | 251 |
|
|
2023
Q2 | $6.92K | Hold |
100
| – | – | ﹤0.01% | 239 |
|
|
2023
Q1 | $7.44K | Hold |
100
| – | – | ﹤0.01% | 220 |
|
|
2022
Q4 | $9.33K | Hold |
100
| – | – | ﹤0.01% | 207 |
|
|
2022
Q3 | $10K | Hold |
100
| – | – | 0.01% | 174 |
|
|
2022
Q2 | $9K | Hold |
100
| – | – | 0.01% | 174 |
|
|
2022
Q1 | $10K | Hold |
100
| – | – | 0.01% | 172 |
|
|
2021
Q4 | $10K | Hold |
100
| – | – | 0.01% | 163 |
|
|
2021
Q3 | $8K | Hold |
100
| – | – | 0.01% | 168 |
|
|
2021
Q2 | $8K | Hold |
100
| – | – | 0.01% | 163 |
|
|
2021
Q1 | $8K | Buy |
+100
| New | +$8K | 0.01% | 154 |
|