SOA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $36.7K | Buy |
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|
2025
Q2 | $24.5K | Sell |
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|
2025
Q1 | $44.6K | Sell |
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|
2024
Q4 | $76.2K | Buy |
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|
2024
Q3 | $106K | Sell |
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|
2024
Q2 | $152K | Buy |
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|
2024
Q1 | $204K | Sell |
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|
2023
Q4 | $226K | Buy |
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|
2023
Q3 | $190K | Buy |
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|
2023
Q2 | $130K | Buy |
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|
2023
Q1 | $139K | Sell |
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|
2022
Q4 | $252K | Buy |
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|
2022
Q3 | $257K | Sell |
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|
2022
Q2 | $250K | Sell |
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|
2022
Q1 | $274K | Buy |
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|
2021
Q4 | $193K | Sell |
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|
2021
Q3 | $229K | Buy |
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|
2021
Q2 | $224K | Buy |
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|
2021
Q1 | $137K | Buy |
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|
2020
Q4 | $134K | Buy |
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