Sutton Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $68.4K | Buy |
|
|||||
|
2023
Q2 | $58.3K | Sell |
|
|||||
|
2023
Q1 | $211K | Sell |
|
|||||
|
2022
Q4 | $401K | Buy |
|
|||||
|
2022
Q3 | $401K | Buy |
|
|||||
|
2022
Q2 | $387K | Sell |
|
|||||
|
2022
Q1 | $425K | Buy |
|
|||||
|
2021
Q4 | $430K | Buy |
|
|||||
|
2021
Q3 | $353K | Buy |
|
|||||
|
2021
Q2 | $347K | Hold |
|
|||||
|
2021
Q1 | $313K | Buy |
|
|||||
|
2020
Q4 | $283K | Sell |
|
|||||
|
2020
Q3 | $245K | Sell |
|
|||||
|
2020
Q2 | $273K | Buy |
|
|||||
|
2020
Q1 | $248K | Sell |
|
|||||
|
2019
Q4 | $343K | Sell |
|
|||||
|
2019
Q3 | $464K | Buy |
|
|||||
|
2019
Q2 | $375K | Buy |
|
|||||
|
2019
Q1 | $368K | Sell |
|
|||||
|
2018
Q4 | $518K | Buy |
|
|||||
|
2018
Q3 | $164K | Hold |
|
|||||
|
2018
Q2 | $134K | Sell |
|
|||||
|
2018
Q1 | $130K | Hold |
|
|||||
|
2017
Q4 | $152K | Hold |
|
|||||
|
2017
Q3 | $170K | Hold |
|
|||||
|
2017
Q2 | $168K | Hold |
|
|||||
|
2017
Q1 | $164K | Hold |
|
|||||
|
2016
Q4 | $165K | Sell |
|
|||||
|
2016
Q3 | $194K | Sell |
|
|||||
|
2016
Q2 | $209K | Buy |
|
|||||
|
2016
Q1 | $218K | Buy |
|