Bogart Wealth LLC’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 | $46.6K | Buy |
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|
2025
Q2 | $42.3K | Sell |
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|
2025
Q1 | $46.6K | Sell |
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|
2024
Q4 | $36K | Sell |
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|
2024
Q3 | $69.7K | Sell |
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|
2024
Q2 | $65.6K | Sell |
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|
2024
Q1 | $7.78M | Sell |
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|
2023
Q4 | $7.71M | Buy |
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|
2023
Q3 | $6.08M | Buy |
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|
2023
Q2 | $5.92M | Buy |
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|
2023
Q1 | $6.17M | Buy |
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|
2022
Q4 | $6.49M | Buy |
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|
2022
Q3 | $5.29M | Buy |
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|
2022
Q2 | $4.38M | Buy |
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|
2022
Q1 | $3.96M | Sell |
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|
2021
Q4 | $7.05M | Buy |
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|
2021
Q3 | $5.52M | Buy |
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|
2021
Q2 | $5.02M | Sell |
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|
2021
Q1 | $4.61M | Buy |
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|
2020
Q4 | $3.06M | Sell |
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|
2020
Q3 | $2.89M | Sell |
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|
2020
Q2 | $3.33M | Buy |
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|
2020
Q1 | $2.88M | Buy |
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|
2019
Q4 | $3.54M | Buy |
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|
2019
Q3 | $2.94M | Buy |
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|
2019
Q2 | $79K | Sell |
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|
2019
Q1 | $78K | Sell |
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|
2018
Q4 | $103K | Buy |
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|
2018
Q3 | $114K | Hold |
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|
2018
Q2 | $93K | Buy |
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|
2018
Q1 | $65K | Sell |
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|
2017
Q4 | $75K | Buy |
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|
2017
Q3 | $40K | Buy |
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