Baldwin Wealth Partners’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
Q2 | – | Sell |
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|
2025
Q1 | $247K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $482K | Sell |
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|
2024
Q2 | $505K | Sell |
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|
2024
Q1 | $833K | Sell |
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|
2023
Q4 | $828K | Buy |
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|
2023
Q3 | $709K | Sell |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | $1.32M | Buy |
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|
2022
Q3 | $1.16M | Sell |
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|
2022
Q2 | $1.6M | Hold |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $1.63M | Hold |
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|
2021
Q3 | $1.34M | Buy |
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|
2021
Q2 | $820K | Hold |
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|
2021
Q1 | $739K | Sell |
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|
2020
Q4 | $711K | Sell |
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|
2020
Q3 | $678K | Hold |
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|
2020
Q2 | $755K | Hold |
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|
2020
Q1 | $689K | Sell |
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|
2019
Q4 | $1.12M | Buy |
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|
2019
Q3 | $941K | Buy |
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|
2019
Q2 | $803K | Buy |
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|
2019
Q1 | $782K | Buy |
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|
2018
Q4 | $736K | Buy |
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|
2018
Q3 | $877K | Buy |
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|
2018
Q2 | $506K | Buy |
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|
2018
Q1 | $194K | Buy |
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|
2017
Q4 | $211K | Hold |
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|
2017
Q3 | $237K | Sell |
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|
2017
Q2 | $333K | Sell |
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|
2017
Q1 | $558K | Sell |
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|
2016
Q4 | $662K | Sell |
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|
2016
Q3 | $788K | Sell |
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|
2016
Q2 | $1.09M | Sell |
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|
2016
Q1 | $2.13M | Sell |
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|
2015
Q4 | $3.18M | Sell |
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|
2015
Q3 | $3.47M | Sell |
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|
2015
Q2 | $3.78M | Buy |
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|
2015
Q1 | $3.6M | Buy |
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|
2014
Q4 | $3.35M | Sell |
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|
2014
Q3 | $2.85M | Buy |
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|
2014
Q2 | $2.63M | Buy |
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|
2014
Q1 | $2.59M | Buy |
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|
2013
Q4 | $1.02M | Buy |
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|
2013
Q3 | $595K | Sell |
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|
2013
Q2 | $601K | Buy |
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