Beaird Harris 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 | $7.34K | Buy |
|
|||||
|
2025
Q2 | $5.89K | Buy |
|
|||||
|
2025
Q1 | $2.51K | Hold |
|
|||||
|
2024
Q4 | $1.66K | Hold |
|
|||||
|
2024
Q3 | $2.33K | Sell |
|
|||||
|
2024
Q2 | $11.2K | Buy |
|
|||||
|
2024
Q1 | $4.55K | Buy |
|
|||||
|
2023
Q4 | $3.48K | Buy |
|
|||||
|
2023
Q3 | $1.68K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $39.6K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $8K | Sell |
|
|||||
|
2021
Q4 | $309K | Buy |
|