TCI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.03M | Sell |
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|
2025
Q2 | $953K | Sell |
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|
2025
Q1 | $937K | Sell |
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|
2024
Q4 | $662K | Sell |
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|
2024
Q3 | $934K | Sell |
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|
2024
Q2 | $885K | Sell |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.14M | Sell |
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|
2023
Q1 | $1.24M | Sell |
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|
2022
Q4 | $1.62M | Sell |
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|
2022
Q3 | $1.7M | Buy |
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|
2022
Q2 | $1.62M | Sell |
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|
2022
Q1 | $1.82M | Sell |
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|
2021
Q4 | $1.92M | Sell |
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|
2021
Q3 | $1.63M | Buy |
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|
2021
Q2 | $1.58M | Sell |
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|
2021
Q1 | $1.48M | Buy |
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|
2020
Q4 | $1.34M | Sell |
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|
2020
Q3 | $1.17M | Buy |
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|
2020
Q2 | $1.3M | Sell |
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|
2020
Q1 | $1.21M | Sell |
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|
2019
Q4 | $1.58M | Sell |
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|
2019
Q3 | $1.46M | Buy |
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|
2019
Q2 | $1.12M | Sell |
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|
2019
Q1 | $1.15M | Buy |
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|
2018
Q4 | $1.36M | Buy |
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|
2018
Q3 | $1.55M | Sell |
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|
2018
Q2 | $1.3M | Buy |
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|
2018
Q1 | $1.23M | Sell |
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|
2017
Q4 | $1.47M | Buy |
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|
2017
Q3 | $1.64M | Buy |
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|
2017
Q2 | $1.62M | Sell |
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|
2017
Q1 | $1.61M | Sell |
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|
2016
Q4 | $1.62M | Buy |
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|
2016
Q3 | $1.81M | Sell |
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|
2016
Q2 | $1.97M | Sell |
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|
2016
Q1 | $2.33M | Buy |
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|
2015
Q4 | $2.17M | Buy |
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|
2015
Q3 | $1.96M | Buy |
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|
2015
Q2 | $2M | Sell |
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|
2015
Q1 | $2.04M | Buy |
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|
2014
Q4 | $1.89M | Buy |
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|
2014
Q3 | $1.56M | Buy |
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|
2014
Q2 | $1.47M | Sell |
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|
2014
Q1 | $1.53M | Sell |
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|
2013
Q4 | $1.74M | Buy |
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|
2013
Q3 | $1.38M | Buy |
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|
2013
Q2 | $1.38M | Buy |
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