Wescott Financial Advisory Group’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
Q2 | $285K | Sell |
|
|||||
|
2025
Q1 | $281K | Sell |
|
|||||
|
2024
Q4 | $319K | Buy |
|
|||||
|
2024
Q3 | $441K | Buy |
|
|||||
|
2024
Q2 | $353K | Buy |
|
|||||
|
2024
Q1 | $472K | Buy |
|
|||||
|
2023
Q4 | $458K | Hold |
|
|||||
|
2023
Q3 | $405K | Sell |
|
|||||
|
2023
Q2 | $413K | Buy |
|
|||||
|
2023
Q1 | $437K | Sell |
|
|||||
|
2022
Q4 | $564K | Buy |
|
|||||
|
2022
Q3 | $317K | Buy |
|
|||||
|
2022
Q2 | $287K | Buy |
|