SFO
Standard Family Office’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.7K | Hold |
488
| – | – | 0.04% | 28 |
|
|
2025
Q1 | $33.1K | Sell |
488
-366
| -43% | -$24.8K | 0.04% | 27 |
|
|
2024
Q4 | $38.3K | Hold |
854
| – | – | 0.05% | 33 |
|
|
2024
Q3 | $53.7K | Hold |
854
| – | – | 0.07% | 37 |
|
|
2024
Q2 | $50.4K | Hold |
854
| – | – | 0.06% | 36 |
|
|
2024
Q1 | $68.1K | Buy |
+854
| New | +$68.1K | 0.09% | 32 |
|
|
2022
Q4 | – | Sell |
-24
| Closed | -$2K | – | 109 |
|
|
2022
Q3 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 382 |
|
|
2021
Q3 | – | Sell |
-62
| Closed | -$5K | – | 180 |
|
|
2021
Q2 | $5K | Hold |
62
| – | – | ﹤0.01% | 270 |
|
|
2021
Q1 | $5K | Hold |
62
| – | – | ﹤0.01% | 327 |
|
|
2020
Q4 | $4K | Buy |
+62
| New | +$4K | ﹤0.01% | 333 |
|