Ascent Wealth Partners’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $981K | Sell |
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|
2023
Q3 | $894K | Buy |
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|
2023
Q2 | $846K | Buy |
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|
2023
Q1 | $796K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $201K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $307K | Sell |
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|
2019
Q4 | $410K | Buy |
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|
2019
Q3 | $300K | Sell |
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|
2019
Q2 | $287K | Buy |
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|
2019
Q1 | $280K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $683K | Buy |
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|
2016
Q4 | $669K | Buy |
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|
2016
Q3 | $615K | Sell |
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|
2016
Q2 | $671K | Sell |
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|
2016
Q1 | $733K | Buy |
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|
2015
Q4 | $618K | Buy |
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