SIA
Schechter Investment Advisors’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $403K | Buy |
5,945
+336
| +6% | +$22.8K | 0.03% | 413 |
|
|
2024
Q4 | $252K | Sell |
5,609
-5,633
| -50% | -$253K | 0.02% | 526 |
|
|
2024
Q3 | $707K | Sell |
11,242
-863
| -7% | -$54.3K | 0.05% | 319 |
|
|
2024
Q2 | $715K | Sell |
12,105
-2,329
| -16% | -$138K | 0.05% | 302 |
|
|
2024
Q1 | $1.15M | Sell |
14,434
-223
| -2% | -$17.8K | 0.09% | 216 |
|
|
2023
Q4 | $1.16M | Buy |
14,657
+14
| +0.1% | +$1.11K | 0.1% | 202 |
|
|
2023
Q3 | $1.02M | Sell |
14,643
-6,608
| -31% | -$461K | 0.1% | 215 |
|
|
2023
Q2 | $1.47M | Buy |
21,251
+516
| +2% | +$35.7K | 0.13% | 164 |
|
|
2023
Q1 | $1.54M | Sell |
20,735
-6,841
| -25% | -$508K | 0.14% | 169 |
|
|
2022
Q4 | $2.57M | Sell |
27,576
-682
| -2% | -$63.6K | 0.23% | 80 |
|
|
2022
Q3 | $2.7M | Buy |
28,258
+3,549
| +14% | +$338K | 0.27% | 60 |
|
|
2022
Q2 | $2.29M | Sell |
24,709
-1,348
| -5% | -$125K | 0.22% | 76 |
|
|
2022
Q1 | $2.64M | Sell |
26,057
-1,634
| -6% | -$165K | 0.25% | 64 |
|
|
2021
Q4 | $2.86M | Buy |
+27,691
| New | +$2.86M | 0.26% | 68 |
|