West Financial Advisors’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Hold |
203
| – | – | ﹤0.01% | 143 |
|
|
2025
Q1 | $13.8K | Hold |
203
| – | – | ﹤0.01% | 142 |
|
|
2024
Q4 | $9.11K | Hold |
203
| – | – | ﹤0.01% | 156 |
|
|
2024
Q3 | $12.8K | Hold |
203
| – | – | ﹤0.01% | 144 |
|
|
2024
Q2 | $12K | Hold |
203
| – | – | ﹤0.01% | 118 |
|
|
2024
Q1 | $16.2K | Hold |
203
| – | – | ﹤0.01% | 112 |
|
|
2023
Q4 | $16K | Sell |
203
-31
| -13% | -$2.45K | ﹤0.01% | 113 |
|
|
2023
Q3 | $16.3K | Buy |
234
+31
| +15% | +$2.16K | ﹤0.01% | 119 |
|
|
2023
Q2 | $14K | Hold |
203
| – | – | ﹤0.01% | 121 |
|
|
2023
Q1 | $15.1K | Hold |
203
| – | – | ﹤0.01% | 113 |
|
|
2022
Q4 | $18.9K | Sell |
203
-550
| -73% | -$51.3K | 0.01% | 102 |
|
|
2022
Q3 | $72K | Hold |
753
| – | – | 0.02% | 89 |
|
|
2022
Q2 | $70K | Hold |
753
| – | – | 0.02% | 88 |
|
|
2022
Q1 | $76K | Hold |
753
| – | – | 0.02% | 88 |
|
|
2021
Q4 | $78K | Hold |
753
| – | – | 0.02% | 95 |
|
|
2021
Q3 | $64K | Buy |
753
+203
| +37% | +$17.3K | 0.02% | 92 |
|
|
2021
Q2 | $46K | Hold |
550
| – | – | 0.01% | 92 |
|
|
2021
Q1 | $41K | Hold |
550
| – | – | 0.01% | 93 |
|
|
2020
Q4 | $38K | Buy |
+550
| New | +$38K | 0.01% | 94 |
|