WFAG
Wescott Financial Advisory Group’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Sell |
4,136
-16
| -0.4% | -$1.1K | 0.03% | 150 |
|
|
2025
Q1 | $281K | Sell |
4,152
-2,960
| -42% | -$201K | 0.03% | 143 |
|
|
2024
Q4 | $319K | Buy |
7,112
+103
| +1% | +$4.62K | 0.03% | 137 |
|
|
2024
Q3 | $441K | Buy |
7,009
+1,035
| +17% | +$65.1K | 0.05% | 125 |
|
|
2024
Q2 | $353K | Buy |
5,974
+62
| +1% | +$3.66K | 0.04% | 136 |
|
|
2024
Q1 | $472K | Buy |
5,912
+112
| +2% | +$8.93K | 0.06% | 111 |
|
|
2023
Q4 | $458K | Hold |
5,800
| – | – | 0.06% | 109 |
|
|
2023
Q3 | $405K | Sell |
5,800
-180
| -3% | -$12.6K | 0.07% | 107 |
|
|
2023
Q2 | $413K | Buy |
5,980
+105
| +2% | +$7.26K | 0.07% | 108 |
|
|
2023
Q1 | $437K | Sell |
5,875
-182
| -3% | -$13.5K | 0.09% | 102 |
|
|
2022
Q4 | $564K | Buy |
6,057
+2,738
| +82% | +$255K | 0.12% | 84 |
|
|
2022
Q3 | $317K | Buy |
3,319
+221
| +7% | +$21.1K | 0.09% | 109 |
|
|
2022
Q2 | $287K | Buy |
+3,098
| New | +$287K | 0.08% | 111 |
|