Carolinas Wealth Consulting’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
Sell
2025
Q1
$550K Sell
2024
Q4
$383K Sell
2024
Q3
$539K Sell
2024
Q2
$506K Sell
2024
Q1
$692K Buy
2023
Q4
$40.7K Buy
2023
Q3
$34.5K Sell
2023
Q2
$60.5K Sell
2023
Q1
$66.7K Sell
2022
Q4
$117K Buy
2022
Q3
$105K Sell
2022
Q2
$133K Sell
2022
Q1
$147K Sell
2021
Q4
$181K Buy
2021
Q3
$123K Sell
2021
Q2
$170K Sell
2021
Q1
$154K Buy
2020
Q4
$108K Buy
2020
Q3
$38K Buy
2020
Q2
$5K Buy