Apella Capital’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
$405K Buy
2025
Q2
$264K Buy
2025
Q1
$269K Buy
2024
Q4
Sell
2024
Q3
$249K Buy
2024
Q2
Sell
2024
Q1
$251K Buy
2023
Q4
$272K Buy
2023
Q3
$226K Sell
2023
Q2
$243K Buy
2022
Q4
$314K Buy
2022
Q3
$305K Sell
2022
Q2
$436K Buy
2022
Q1
$273K Buy