Strategic Investment 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 | $644K | Buy |
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|
2025
Q2 | $559K | Sell |
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|
2025
Q1 | $574K | Buy |
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|
2024
Q4 | $371K | Sell |
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|
2024
Q3 | $549K | Buy |
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|
2024
Q2 | $501K | Buy |
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|
2024
Q1 | $525K | Buy |
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|
2023
Q4 | $474K | Sell |
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|
2023
Q3 | $449K | Sell |
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|
2023
Q2 | $1.58M | Sell |
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|
2023
Q1 | $2.26M | Sell |
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|
2022
Q4 | $3.35M | Sell |
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|
2022
Q3 | $3.44M | Sell |
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|
2022
Q2 | $3.36M | Buy |
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|
2022
Q1 | $3.61M | Sell |
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|
2021
Q4 | $3.88M | Buy |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $1.05M | Buy |
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|
2021
Q1 | $558K | Buy |
|