Souders 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 | $333K | Buy |
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|
2025
Q2 | $303K | Buy |
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|
2025
Q1 | $272K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $264K | Sell |
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|
2024
Q2 | $269K | Buy |
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|
2024
Q1 | $359K | Buy |
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|
2023
Q4 | $343K | Buy |
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|
2023
Q3 | $295K | Buy |
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|
2023
Q2 | $290K | Sell |
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|
2023
Q1 | $313K | Sell |
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|
2022
Q4 | $458K | Sell |
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|
2022
Q3 | $484K | Sell |
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|
2022
Q2 | $479K | Buy |
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|
2022
Q1 | $455K | Sell |
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|
2021
Q4 | $480K | Sell |
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|
2021
Q3 | $2.98M | Buy |
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|
2021
Q2 | $2.89M | Sell |
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|
2021
Q1 | $2.69M | Buy |
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|
2020
Q4 | $2.37M | Buy |
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|
2020
Q3 | $2.39M | Buy |
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|
2020
Q2 | $2.17M | Buy |
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|
2020
Q1 | $981K | Buy |
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