Ascent Group’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
$520K Buy
2025
Q2
$465K Sell
2025
Q1
$497K Buy
2024
Q3
Sell
2024
Q2
$1.19M Buy
2024
Q1
$1.4M Buy
2023
Q4
$225K Buy
2023
Q3
Sell
2023
Q2
$432K Sell
2023
Q1
$635K Sell
2022
Q4
$989K Sell
2022
Q3
$1.17M Sell
2022
Q2
$1.43M Sell
2022
Q1
$1.83M Sell
2021
Q4
$1.96M Buy