Vantage Financial Partners (Illinois)’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$856K Sell
2024
Q1
$1.2M Sell
2023
Q4
$1.2M Sell
2023
Q3
$1.11M Sell
2023
Q2
$1.14M Sell
2023
Q1
$1.25M Sell
2022
Q4
$1.6M Sell
2022
Q3
$1.75M Hold
2022
Q2
$1.7M Buy
2022
Q1
$1.79M Buy
2021
Q4
$1.83M Buy
2021
Q3
$1.5M Sell
2021
Q2
$1.48M Hold
2021
Q1
$1.33M Hold
2020
Q4
$1.21M Buy
2020
Q3
$1.02M Buy
2020
Q2
$1.09M Sell
2020
Q1
$1.01M Buy
2019
Q4
$995K Buy
2019
Q3
$839K Buy
2019
Q2
$697K Buy
2019
Q1
$577K Buy
2018
Q4
$288K Buy