Bartlett & Co 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 | $354K | Sell |
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|
2025
Q2 | $523K | Sell |
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|
2025
Q1 | $533K | Sell |
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|
2024
Q4 | $1.2M | Sell |
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|
2024
Q3 | $2.35M | Sell |
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|
2024
Q2 | $2.38M | Sell |
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|
2024
Q1 | $4.52M | Sell |
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|
2023
Q4 | $4.62M | Sell |
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|
2023
Q3 | $4.81M | Sell |
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|
2023
Q2 | $5.02M | Buy |
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|
2023
Q1 | $628K | Sell |
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|
2022
Q4 | $819K | Buy |
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|
2022
Q3 | $834K | Sell |
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|
2022
Q2 | $810K | Buy |
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|
2022
Q1 | $869K | Sell |
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|
2021
Q4 | $897K | Sell |
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|
2021
Q3 | $813K | Sell |
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|
2021
Q2 | $804K | Sell |
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|
2021
Q1 | $772K | Sell |
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|
2020
Q4 | $778K | Sell |
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|
2020
Q3 | $767K | Buy |
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|
2020
Q2 | $832K | Sell |
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|
2020
Q1 | $1.9M | Sell |
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|
2019
Q4 | $2.95M | Sell |
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|
2019
Q3 | $2.52M | Sell |
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|
2019
Q2 | $2.26M | Sell |
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|
2019
Q1 | $7.2M | Sell |
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|
2018
Q4 | $27.8M | Sell |
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|
2018
Q3 | $35.2M | Buy |
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|
2018
Q2 | $28.7M | Sell |
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|
2018
Q1 | $28.2M | Buy |
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