SAG
SageView Advisory Group’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $910K | Buy |
15,263
+1,424
| +10% | +$84.9K | 0.03% | 258 |
|
|
2025
Q1 | $938K | Sell |
13,839
-117
| -0.8% | -$7.93K | 0.04% | 237 |
|
|
2024
Q4 | $626K | Buy |
13,956
+1,739
| +14% | +$78.1K | 0.03% | 302 |
|
|
2024
Q3 | $768K | Sell |
12,217
-2,940
| -19% | -$185K | 0.04% | 232 |
|
|
2024
Q2 | $895K | Buy |
15,157
+625
| +4% | +$36.9K | 0.04% | 240 |
|
|
2024
Q1 | $1.16M | Sell |
14,532
-2,704
| -16% | -$216K | 0.06% | 178 |
|
|
2023
Q4 | $1.27M | Sell |
17,236
-306
| -2% | -$22.6K | 0.05% | 214 |
|
|
2023
Q3 | $1.22M | Buy |
17,542
+1,149
| +7% | +$80.2K | 0.07% | 180 |
|
|
2023
Q2 | $1.13M | Buy |
16,393
+5,855
| +56% | +$405K | 0.06% | 201 |
|
|
2023
Q1 | $783K | Buy |
10,538
+1,243
| +13% | +$92.4K | 0.05% | 247 |
|
|
2022
Q4 | $866K | Buy |
+9,295
| New | +$866K | 0.07% | 170 |
|