Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $539 | Sell |
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|
2024
Q3 | $6.29K | Hold |
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|
2024
Q2 | $5.91K | Sell |
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|
2024
Q1 | $41.9K | Buy |
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|
2023
Q4 | $33.6K | Hold |
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|
2023
Q3 | $29.7K | Sell |
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|
2023
Q2 | $34.1K | Hold |
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|
2023
Q1 | $36.6K | Sell |
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|
2022
Q4 | $85.1K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $97K | Buy |
|