Beverly Hills Private Wealth’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
$568K Buy
2025
Q2
$418K Buy
2025
Q1
$315K Buy
2024
Q2
Sell
2024
Q1
$231K Buy
2023
Q4
Sell
2023
Q3
$210K Sell
2023
Q2
$411K Buy
2023
Q1
$228K Buy
2022
Q4
$249K Buy