Avidian Wealth Enterprises’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
$474K Buy
2025
Q2
$419K Buy
2025
Q1
$205K Buy
2024
Q2
Sell
2024
Q1
$237K Buy
2023
Q4
$213K Sell
2023
Q3
$256K Sell
2023
Q2
$330K Sell
2023
Q1
$477K Buy
2022
Q4
$517K Sell
2022
Q3
$533K Sell
2022
Q2
$538K Sell
2022
Q1
$1.02M Sell
2021
Q4
$1.04M Buy
2021
Q3
$313K Buy
2021
Q2
$271K Buy
2021
Q1
$228K Sell
2020
Q4
$220K Buy
2020
Q1
Sell
2019
Q4
$207K Buy