Ritter Daniher Financial Advisory’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
Q4 | $5.4K | Buy |
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|
2025
Q1 | – | Hold |
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|
2024
Q4 | – | Hold |
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|
2024
Q3 | – | Hold |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $7.98K | Hold |
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|
2023
Q4 | $7.9K | Hold |
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|
2023
Q3 | $6.99K | Hold |
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|
2023
Q2 | $6.92K | Hold |
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|
2023
Q1 | $7.44K | Hold |
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|
2022
Q4 | $9.33K | Hold |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $9K | Hold |
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|
2022
Q1 | $10K | Hold |
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|
2021
Q4 | $10K | Hold |
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|
2021
Q3 | $8K | Hold |
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|
2021
Q2 | $8K | Hold |
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|
2021
Q1 | $8K | Buy |
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