Baker Tilly 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 | $1M | Sell |
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|
2025
Q2 | $936K | Buy |
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|
2025
Q1 | $887K | Buy |
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|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $289K | Sell |
|
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|
2024
Q2 | $496K | Sell |
|
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|
2024
Q1 | $1.39M | Buy |
|
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|
2023
Q4 | $1.35M | Sell |
|
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|
2023
Q3 | $1.4M | Sell |
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|
2023
Q2 | $1.45M | Buy |
|
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|
2023
Q1 | $1.22M | Buy |
|
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|
2022
Q4 | $1.39M | Sell |
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|
2022
Q3 | $1.46M | Buy |
|
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|
2022
Q2 | $1.36M | Sell |
|
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|
2022
Q1 | $1.51M | Sell |
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|
2021
Q4 | $1.59M | Buy |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $964K | Buy |
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|
2021
Q1 | $770K | Buy |
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|
2020
Q4 | $671K | Buy |
|