Beta Wealth Group’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 | $537K | Sell |
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|
2025
Q2 | $2.64M | Buy |
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|
2025
Q1 | $2.56M | Buy |
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|
2024
Q4 | $333K | Sell |
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|
2024
Q3 | $2.95M | Buy |
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|
2024
Q2 | $2.69M | Buy |
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|
2024
Q1 | $512K | Sell |
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|
2023
Q4 | $553K | Buy |
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|
2023
Q3 | $489K | Buy |
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|
2023
Q2 | $470K | Buy |
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|
2023
Q1 | $364K | Buy |
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|
2022
Q4 | $419K | Buy |
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|
2022
Q3 | $400K | Buy |
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|
2022
Q2 | $371K | Buy |
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|
2022
Q1 | $374K | Buy |
|