Sound View Wealth Advisors Group’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
Q2 | $236K | Sell |
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|
2025
Q1 | $286K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $311K | Buy |
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|
2024
Q2 | $265K | Buy |
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|
2024
Q1 | $284K | Sell |
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|
2023
Q4 | $286K | Sell |
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|
2023
Q3 | $281K | Sell |
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|
2023
Q2 | $308K | Sell |
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|
2023
Q1 | $403K | Buy |
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|
2022
Q4 | $286K | Buy |
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|
2022
Q3 | $313K | Sell |
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|
2022
Q2 | $360K | Sell |
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|
2022
Q1 | $394K | Sell |
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|
2021
Q4 | $405K | Buy |
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|
2021
Q3 | $329K | Buy |
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|
2021
Q2 | $323K | Sell |
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|
2021
Q1 | $292K | Sell |
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|
2020
Q4 | $267K | Buy |
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|
2020
Q3 | $221K | Buy |
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|
2020
Q2 | $237K | Buy |
|