Williams Financial’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
Q3 | $529K | Buy |
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|
2025
Q2 | $478K | Buy |
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|
2025
Q1 | $458K | Buy |
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|
2024
Q4 | $299K | Hold |
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|
2024
Q3 | $419K | Sell |
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|
2024
Q2 | $396K | Hold |
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|
2024
Q1 | $535K | Hold |
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|
2023
Q4 | $530K | Hold |
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|
2023
Q3 | $468K | Sell |
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|
2023
Q2 | $467K | Hold |
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|
2023
Q1 | $502K | Hold |
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|
2022
Q4 | $629K | Sell |
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|
2022
Q3 | $682K | Sell |
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|
2022
Q2 | $693K | Buy |
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|
2022
Q1 | $732K | Buy |
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|
2021
Q4 | $741K | Hold |
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|
2021
Q3 | $610K | Sell |
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|
2021
Q2 | $607K | Buy |
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|
2021
Q1 | $542K | Buy |
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|
2020
Q4 | $492K | Buy |
|