Axxcess 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $550K | Sell |
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|
2025
Q2 | $534K | Sell |
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|
2025
Q1 | $695K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $608K | Sell |
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|
2024
Q2 | $837K | Sell |
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|
2024
Q1 | $2.15M | Buy |
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|
2023
Q4 | $1.72M | Buy |
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|
2023
Q3 | $1.43M | Buy |
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|
2023
Q2 | $568K | Sell |
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $959K | Buy |
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|
2022
Q2 | $910K | Buy |
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|
2022
Q1 | $993K | Buy |
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|
2021
Q4 | $900K | Buy |
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