Schechter Investment 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
Q1 | $403K | Buy |
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|
2024
Q4 | $252K | Sell |
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|
2024
Q3 | $707K | Sell |
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|
2024
Q2 | $715K | Sell |
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|
2024
Q1 | $1.15M | Sell |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.47M | Buy |
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|
2023
Q1 | $1.54M | Sell |
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|
2022
Q4 | $2.57M | Sell |
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|
2022
Q3 | $2.69M | Buy |
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|
2022
Q2 | $2.29M | Sell |
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|
2022
Q1 | $2.64M | Sell |
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|
2021
Q4 | $2.86M | Buy |
|