SFMG Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.28M | Buy |
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|
2023
Q2 | $1.27M | Sell |
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|
2023
Q1 | $1.38M | Sell |
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|
2022
Q4 | $1.74M | Buy |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $1.5M | Sell |
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|
2022
Q1 | $1.69M | Sell |
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|
2021
Q4 | $3.15M | Sell |
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|
2021
Q3 | $2.65M | Sell |
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|
2021
Q2 | $2.66M | Sell |
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|
2021
Q1 | $2.42M | Sell |
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|
2020
Q4 | $2.21M | Sell |
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|
2020
Q3 | $1.93M | Buy |
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|
2020
Q2 | $264K | Sell |
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|
2020
Q1 | $688K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $203K | Buy |
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|
2017
Q3 | $228K | Buy |
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|
2017
Q2 | $222K | Sell |
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|
2017
Q1 | $231K | Buy |
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|
2016
Q4 | $216K | Sell |
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|
2016
Q3 | $251K | Hold |
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|
2016
Q2 | $271K | Buy |
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|
2016
Q1 | $291K | Buy |
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|
2015
Q4 | $268K | Hold |
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|
2015
Q3 | $264K | Buy |
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|
2015
Q2 | $256K | Hold |
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|
2015
Q1 | $252K | Buy |
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|
2014
Q4 | $216K | Buy |
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