BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.93M | Buy |
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|
2023
Q1 | $2.07M | Buy |
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|
2022
Q4 | $2.59M | Buy |
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|
2022
Q3 | $2.61M | Buy |
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|
2022
Q2 | $2.52M | Buy |
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|
2022
Q1 | $2.72M | Buy |
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|
2021
Q4 | $2.61M | Sell |
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|
2021
Q3 | $2.17M | Buy |
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|
2021
Q2 | $2.05M | Buy |
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|
2021
Q1 | $1.84M | Sell |
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|
2020
Q4 | $1.81M | Sell |
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|
2020
Q3 | $1.61M | Sell |
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|
2020
Q2 | $1.93M | Sell |
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|
2020
Q1 | $3.38M | Buy |
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|
2019
Q4 | $3.5M | Sell |
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|
2019
Q3 | $2.97M | Buy |
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|
2019
Q2 | $2.56M | Buy |
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|
2019
Q1 | $959K | Buy |
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|
2018
Q4 | $949K | Buy |
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|
2018
Q3 | $949K | Sell |
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|
2018
Q2 | $866K | Buy |
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|
2018
Q1 | $758K | Buy |
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|
2017
Q4 | $672K | Sell |
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|
2017
Q3 | $799K | Buy |
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|
2017
Q2 | $781K | Buy |
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|
2017
Q1 | $655K | Buy |
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|
2016
Q4 | $561K | Buy |
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|
2016
Q3 | $556K | Buy |
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