Castle Rock 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
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $419K | Buy |
|
|||||
|
2024
Q1 | $371K | Sell |
|
|||||
|
2023
Q4 | $537K | Sell |
|
|||||
|
2023
Q3 | $510K | Sell |
|
|||||
|
2023
Q2 | $626K | Buy |
|
|||||
|
2023
Q1 | $551K | Buy |
|
|||||
|
2022
Q4 | $605K | Buy |
|
|||||
|
2022
Q3 | $538K | Buy |
|
|||||
|
2022
Q2 | $567K | Buy |
|
|||||
|
2022
Q1 | $571K | Sell |
|
|||||
|
2021
Q4 | $747K | Sell |
|
|||||
|
2021
Q3 | $707K | Buy |
|
|||||
|
2021
Q2 | $548K | Sell |
|
|||||
|
2021
Q1 | $957K | Buy |
|
|||||
|
2020
Q4 | $833K | Buy |
|
|||||
|
2020
Q3 | $432K | Sell |
|
|||||
|
2020
Q2 | $666K | Buy |
|
|||||
|
2020
Q1 | $413K | Buy |
|
|||||
|
2019
Q4 | $260K | Sell |
|
|||||
|
2019
Q3 | $890K | Buy |
|
|||||
|
2019
Q2 | $462K | Buy |
|