CWM
Cadence Wealth Management’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Hold |
4,599
| – | – | 0.21% | 44 |
|
|
2025
Q1 | $312K | Hold |
4,599
| – | – | 0.23% | 37 |
|
|
2024
Q4 | $206K | Hold |
4,599
| – | – | 0.14% | 45 |
|
|
2024
Q3 | $289K | Hold |
4,599
| – | – | 0.24% | 33 |
|
|
2024
Q2 | $272K | Hold |
4,599
| – | – | 0.19% | 39 |
|
|
2024
Q1 | $367K | Hold |
4,599
| – | – | 0.38% | 28 |
|
|
2023
Q4 | $363K | Hold |
4,599
| – | – | 0.29% | 28 |
|
|
2023
Q3 | $321K | Hold |
4,599
| – | – | 0.27% | 29 |
|
|
2023
Q2 | $318K | Hold |
4,599
| – | – | 0.31% | 24 |
|
|
2023
Q1 | $342K | Hold |
4,599
| – | – | 0.35% | 19 |
|
|
2022
Q4 | $429K | Hold |
4,599
| – | – | 0.37% | 14 |
|
|
2022
Q3 | $439K | Hold |
4,599
| – | – | 0.41% | 17 |
|
|
2022
Q2 | $426K | Hold |
4,599
| – | – | 0.44% | 16 |
|
|
2022
Q1 | $465K | Hold |
4,599
| – | – | 0.36% | 18 |
|
|
2021
Q4 | $474K | Hold |
4,599
| – | – | 0.52% | 16 |
|
|
2021
Q3 | $390K | Hold |
4,599
| – | – | 0.44% | 20 |
|
|
2021
Q2 | $384K | Hold |
4,599
| – | – | 0.32% | 25 |
|
|
2021
Q1 | $346K | Buy |
+4,599
| New | +$346K | 0.31% | 23 |
|