Cassaday & Co Wealth Management’s CVS Health CVS Stock Holding History

Cassaday & Co Wealth Management’s Portfolio CVS Stock Details CVS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$139K	Buy
2024 Q4	–	Sell
2024 Q3	$324K	Sell
2024 Q2	$324K	Buy
2024 Q1	$429K	Sell
2023 Q4	$453K	Sell
2023 Q3	$431K	Buy
2023 Q2	$377K	Sell
2023 Q1	$470K	Buy
2022 Q4	$580K	Buy