WFAG
Worth 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 | $465K | Buy |
6,740
+272
| +4% | +$18.8K | 0.29% | 88 |
|
|
2025
Q1 | $438K | Buy |
6,468
+240
| +4% | +$16.3K | 0.28% | 91 |
|
|
2024
Q4 | $280K | Sell |
6,228
-90
| -1% | -$4.04K | 0.17% | 122 |
|
|
2024
Q3 | $397K | Sell |
6,318
-5,410
| -46% | -$340K | 0.23% | 102 |
|
|
2024
Q2 | $693K | Sell |
11,728
-128
| -1% | -$7.56K | 0.45% | 54 |
|
|
2024
Q1 | $946K | Sell |
11,856
-1,522
| -11% | -$121K | 0.66% | 38 |
|
|
2023
Q4 | $1.06M | Sell |
13,378
-90
| -0.7% | -$7.11K | 0.84% | 26 |
|
|
2023
Q3 | $940K | Sell |
13,468
-483
| -3% | -$33.7K | 0.85% | 26 |
|
|
2023
Q2 | $964K | Buy |
13,951
+25
| +0.2% | +$1.73K | 0.89% | 25 |
|
|
2023
Q1 | $1.03M | Sell |
13,926
-271
| -2% | -$20.1K | 0.99% | 23 |
|
|
2022
Q4 | $1.32M | Buy |
+14,197
| New | +$1.32M | 1.54% | 14 |
|