Cadence Wealth Management’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
Q2 | $317K | Hold |
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|
2025
Q1 | $312K | Hold |
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|
2024
Q4 | $206K | Hold |
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|
2024
Q3 | $289K | Hold |
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|
2024
Q2 | $272K | Hold |
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|
2024
Q1 | $367K | Hold |
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|
2023
Q4 | $363K | Hold |
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|
2023
Q3 | $321K | Hold |
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|
2023
Q2 | $318K | Hold |
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|
2023
Q1 | $342K | Hold |
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|
2022
Q4 | $429K | Hold |
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|
2022
Q3 | $439K | Hold |
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|
2022
Q2 | $426K | Hold |
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|
2022
Q1 | $465K | Hold |
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|
2021
Q4 | $474K | Hold |
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|
2021
Q3 | $390K | Hold |
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|
2021
Q2 | $384K | Hold |
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|
2021
Q1 | $346K | Buy |
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