Arete Wealth Advisors’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 | $718K | Buy |
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|
2025
Q1 | $524K | Buy |
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|
2024
Q4 | $264K | Sell |
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|
2024
Q3 | $1.37M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.91M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.8M | Buy |
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|
2022
Q4 | $1.85B | Sell |
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|
2022
Q3 | $2M | Buy |
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|
2022
Q2 | $1.39M | Sell |
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|
2022
Q1 | $1.55M | Sell |
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|
2021
Q4 | $1.84M | Buy |
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|
2021
Q3 | $1.36M | Buy |
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|
2021
Q2 | $1.19M | Sell |
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|
2021
Q1 | $1.35M | Sell |
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|
2020
Q4 | $1.28M | Sell |
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|
2020
Q3 | $1.09M | Buy |
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|
2020
Q2 | $1.15M | Sell |
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|
2020
Q1 | $1.24M | Buy |
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|
2019
Q4 | $1.45M | Sell |
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|
2019
Q3 | $1.27M | Buy |
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|
2019
Q2 | $1.03M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $249K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $748K | Sell |
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|
2017
Q2 | $907K | Buy |
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|
2017
Q1 | $515K | Buy |
|