Annex Advisory Services’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
Q4
$588K Buy
2024
Q2
Sell
2024
Q1
$300K Buy
2023
Q1
Sell
2022
Q4
$1.31M Buy
2022
Q3
$1.07M Sell
2022
Q2
$1.06M Buy
2022
Q1
$1.02M Buy
2021
Q4
$528K Buy
2016
Q4
Sell
2016
Q3
$201K Buy
2016
Q2
$209K Buy
2016
Q1
$217K Buy