Atlas Private Wealth Management’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 | $287K | Sell |
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|
2023
Q4 | $331K | Hold |
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|
2023
Q3 | $293K | Hold |
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|
2023
Q2 | $290K | Buy |
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|
2023
Q1 | $311K | Buy |
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|
2022
Q4 | $375K | Sell |
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|
2022
Q3 | $384K | Sell |
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|
2022
Q2 | $385K | Buy |
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|
2022
Q1 | $420K | Sell |
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|
2021
Q4 | $490K | Sell |
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|
2021
Q3 | $412K | Sell |
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|
2021
Q2 | $494K | Sell |
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|
2021
Q1 | $503K | Sell |
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|
2020
Q4 | $696K | Sell |
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|
2020
Q3 | $612K | Hold |
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|
2020
Q2 | $680K | Sell |
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|
2020
Q1 | $623K | Sell |
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|
2019
Q4 | $818K | Buy |
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