WESPAC Advisors SoCal’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.81M | Buy |
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|
2022
Q4 | $4.75M | Buy |
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|
2022
Q3 | $4.79M | Buy |
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|
2022
Q2 | $922K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $5K | Hold |
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|
2018
Q4 | $6K | Hold |
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|
2018
Q3 | $7K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $9K | Hold |
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|
2017
Q4 | $10K | Sell |
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|
2017
Q3 | $4.96M | Sell |
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|
2017
Q2 | $5.07M | Buy |
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|
2017
Q1 | $4.92M | Buy |
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|
2016
Q4 | $4.31M | Sell |
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|
2016
Q3 | $5.61M | Sell |
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|
2016
Q2 | $6.11M | Buy |
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|
2016
Q1 | $4.04M | Buy |
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|
2015
Q4 | $3.74M | Buy |
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