U.S. Capital 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 | $1.1M | Buy |
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|
2025
Q2 | $907K | Buy |
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|
2025
Q1 | $864K | Buy |
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|
2024
Q4 | $566K | Sell |
|
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|
2024
Q3 | $5.11M | Sell |
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|
2024
Q2 | $4.89M | Buy |
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|
2024
Q1 | $6.47M | Buy |
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|
2023
Q4 | $6.35M | Buy |
|
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|
2023
Q3 | $717K | Sell |
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|
2023
Q2 | $841K | Sell |
|
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|
2023
Q1 | $2.6M | Buy |
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|
2022
Q4 | $2.7M | Buy |
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|
2022
Q3 | $2.68M | Sell |
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|
2022
Q2 | $2.69M | Sell |
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|
2022
Q1 | $9.72M | Sell |
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|
2021
Q4 | $12.1M | Sell |
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|
2021
Q3 | $10.2M | Buy |
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