SVWAG
Sound View Wealth Advisors Group’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
3,423
-803
| -19% | -$55.4K | 0.02% | 380 |
|
|
2025
Q1 | $286K | Buy |
+4,226
| New | +$286K | 0.02% | 343 |
|
|
2024
Q4 | – | Sell |
-4,952
| Closed | -$311K | – | 417 |
|
|
2024
Q3 | $311K | Buy |
4,952
+473
| +11% | +$29.7K | 0.03% | 329 |
|
|
2024
Q2 | $265K | Buy |
4,479
+914
| +26% | +$54K | 0.03% | 322 |
|
|
2024
Q1 | $284K | Sell |
3,565
-54
| -1% | -$4.31K | 0.03% | 311 |
|
|
2023
Q4 | $286K | Sell |
3,619
-409
| -10% | -$32.3K | 0.03% | 317 |
|
|
2023
Q3 | $281K | Sell |
4,028
-431
| -10% | -$30.1K | 0.04% | 299 |
|
|
2023
Q2 | $308K | Sell |
4,459
-970
| -18% | -$67.1K | 0.04% | 282 |
|
|
2023
Q1 | $403K | Buy |
5,429
+1,810
| +50% | +$135K | 0.06% | 246 |
|
|
2022
Q4 | $286K | Buy |
3,619
+335
| +10% | +$26.4K | 0.03% | 317 |
|
|
2022
Q3 | $313K | Sell |
3,284
-600
| -15% | -$57.2K | 0.07% | 205 |
|
|
2022
Q2 | $360K | Sell |
3,884
-8
| -0.2% | -$742 | 0.08% | 198 |
|
|
2022
Q1 | $394K | Sell |
3,892
-31
| -0.8% | -$3.14K | 0.07% | 201 |
|
|
2021
Q4 | $405K | Buy |
3,923
+43
| +1% | +$4.44K | 0.08% | 196 |
|
|
2021
Q3 | $329K | Buy |
3,880
+13
| +0.3% | +$1.1K | 0.07% | 219 |
|
|
2021
Q2 | $323K | Sell |
3,867
-20
| -0.5% | -$1.67K | 0.07% | 225 |
|
|
2021
Q1 | $292K | Sell |
3,887
-26
| -0.7% | -$1.95K | 0.07% | 224 |
|
|
2020
Q4 | $267K | Buy |
3,913
+128
| +3% | +$8.73K | 0.07% | 217 |
|
|
2020
Q3 | $221K | Buy |
3,785
+143
| +4% | +$8.35K | 0.06% | 230 |
|
|
2020
Q2 | $237K | Buy |
+3,642
| New | +$237K | 0.07% | 213 |
|