AllSquare Wealth Management’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
Q2 | $37.9K | Hold |
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|
2025
Q1 | $37.3K | Hold |
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|
2024
Q4 | $24.7K | Hold |
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|
2024
Q3 | $34.6K | Sell |
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|
2024
Q2 | $67.7K | Sell |
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|
2024
Q1 | $95.5K | Hold |
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|
2023
Q4 | $94.5K | Hold |
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|
2023
Q3 | $83.6K | Sell |
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|
2023
Q2 | $80.5K | Hold |
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|
2023
Q1 | $89.1K | Sell |
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|
2022
Q4 | $114K | Hold |
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|
2022
Q3 | $116K | Buy |
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|
2022
Q2 | $104K | Hold |
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|
2022
Q1 | $113K | Buy |
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|
2021
Q4 | $115K | Sell |
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|
2021
Q3 | $104K | Hold |
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|
2021
Q2 | $102K | Sell |
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|
2021
Q1 | $107K | Buy |
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|
2020
Q4 | $78K | Buy |
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|
2020
Q3 | $55K | Hold |
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|
2020
Q2 | $61K | Buy |
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|
2020
Q1 | $49K | Hold |
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|
2019
Q4 | $62K | Sell |
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|
2019
Q3 | $58K | Sell |
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|
2019
Q2 | $70K | Sell |
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|
2019
Q1 | $80K | Sell |
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|
2018
Q4 | $106K | Buy |
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|
2018
Q3 | $109K | Hold |
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|
2018
Q2 | $89K | Buy |
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|
2018
Q1 | $37K | Hold |
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|
2017
Q4 | $43K | Sell |
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|
2017
Q3 | $182K | Hold |
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|
2017
Q2 | $180K | Sell |
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|
2017
Q1 | $191K | Sell |
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|
2016
Q4 | $240K | Sell |
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|
2016
Q3 | $378K | Buy |
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|
2016
Q2 | $378K | Sell |
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|
2016
Q1 | $455K | Buy |
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|
2015
Q4 | $406K | Buy |
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|
2015
Q3 | $262K | Sell |
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|
2015
Q2 | $287K | Sell |
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|
2015
Q1 | $288K | Buy |
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|
2014
Q4 | $259K | Buy |
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