BOK Financial 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
Q1 | – | Sell |
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|
2024
Q4 | $135 | Sell |
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|
2024
Q3 | $6.29K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $30.7K | Hold |
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|
2023
Q1 | $33K | Sell |
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|
2022
Q4 | $92.5K | Buy |
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|
2022
Q3 | $90K | Buy |
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|
2022
Q2 | $46K | Sell |
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|
2022
Q1 | $701K | Buy |
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|
2021
Q4 | $542K | Buy |
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|
2021
Q3 | $425K | Buy |
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|
2021
Q2 | $308K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $284K | Hold |
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|
2015
Q2 | $309K | Buy |
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|
2015
Q1 | $273K | Buy |
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|
2014
Q4 | $226K | Sell |
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|
2014
Q3 | $220K | Hold |
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|
2014
Q2 | $209K | Hold |
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|
2014
Q1 | $207K | Buy |
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