Badgley Phelps Wealth Managers’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 | $953K | Buy |
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|
2025
Q2 | $871K | Sell |
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|
2025
Q1 | $866K | Buy |
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|
2024
Q4 | $573K | Sell |
|
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $1.76M | Buy |
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|
2023
Q4 | $1.73M | Buy |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $9.45M | Buy |
|
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|
2023
Q1 | $8.83M | Buy |
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|
2022
Q4 | $10.2M | Buy |
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|
2022
Q3 | $10.2M | Buy |
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|
2022
Q2 | $631K | Buy |
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|
2022
Q1 | $656K | Buy |
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|
2021
Q4 | $642K | Sell |
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|
2021
Q3 | $546K | Buy |
|