Sequoia Financial 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
Q3 | $3.36M | Sell |
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|
2025
Q2 | $3.29M | Buy |
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|
2025
Q1 | $3.04M | Buy |
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|
2024
Q4 | $1.85M | Sell |
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|
2024
Q3 | $3M | Buy |
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|
2024
Q2 | $1.89M | Sell |
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|
2024
Q1 | $3.22M | Sell |
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|
2023
Q4 | $22.9M | Buy |
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|
2023
Q3 | $16.3M | Buy |
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|
2023
Q2 | $14.2M | Buy |
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|
2023
Q1 | $11.1M | Buy |
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|
2022
Q4 | $11.2M | Buy |
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|
2022
Q3 | $10.4M | Sell |
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|
2022
Q2 | $10.3M | Buy |
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|
2022
Q1 | $11M | Sell |
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|
2021
Q4 | $11.7M | Buy |
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|
2021
Q3 | $2.84M | Sell |
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|
2021
Q2 | $7.87M | Buy |
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|
2021
Q1 | $6.1M | Buy |
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|
2020
Q4 | $447K | Sell |
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|
2020
Q3 | $384K | Sell |
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|
2020
Q2 | $470K | Buy |
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|
2020
Q1 | $314K | Buy |
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|
2019
Q4 | $352K | Buy |
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|
2019
Q3 | $257K | Sell |
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|
2019
Q2 | $302K | Sell |
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|
2019
Q1 | $414K | Sell |
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|
2018
Q4 | $4.05M | Buy |
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|
2018
Q3 | $427K | Sell |
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|
2018
Q2 | $356K | Sell |
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|
2018
Q1 | $431K | Sell |
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|
2017
Q4 | $581K | Sell |
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|
2017
Q3 | $2.58M | Buy |
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|
2017
Q2 | $515K | Buy |
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|
2017
Q1 | $499K | Buy |
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|
2016
Q4 | $501K | Buy |
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|
2016
Q3 | $336K | Sell |
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|
2016
Q2 | $363K | Buy |
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|
2016
Q1 | $375K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $208K | Sell |
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|
2015
Q2 | $281K | Buy |
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|
2015
Q1 | $272K | Sell |
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|
2014
Q4 | $265K | Sell |
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|
2014
Q3 | $226K | Buy |
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|
2014
Q2 | $213K | Sell |
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|
2014
Q1 | $235K | Buy |
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|
2013
Q4 | $205K | Buy |
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