CWM
Cedar Wealth Management’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.38K | Buy |
107
+52
| +95% | +$3.59K | ﹤0.01% | 171 |
|
|
2025
Q1 | $3.73K | Hold |
55
| – | – | ﹤0.01% | 163 |
|
|
2024
Q4 | $2.47K | Hold |
55
| – | – | ﹤0.01% | 170 |
|
|
2024
Q3 | $3.46K | Hold |
55
| – | – | ﹤0.01% | 239 |
|
|
2024
Q2 | $3.25K | Sell |
55
-245
| -82% | -$14.5K | ﹤0.01% | 269 |
|
|
2024
Q1 | $23.9K | Buy |
300
+245
| +445% | +$19.5K | 0.01% | 202 |
|
|
2023
Q4 | $4.34K | Hold |
55
| – | – | ﹤0.01% | 246 |
|
|
2023
Q3 | $3.84K | Sell |
55
-14
| -20% | -$977 | ﹤0.01% | 255 |
|
|
2023
Q2 | $4.77K | Hold |
69
| – | – | ﹤0.01% | 255 |
|
|
2023
Q1 | $5.13K | Hold |
69
| – | – | ﹤0.01% | 247 |
|
|
2022
Q4 | $6.43K | Hold |
69
| – | – | ﹤0.01% | 240 |
|
|
2022
Q3 | $7K | Sell |
69
-7
| -9% | -$710 | ﹤0.01% | 265 |
|
|
2022
Q2 | $7K | Hold |
76
| – | – | ﹤0.01% | 274 |
|
|
2022
Q1 | $8K | Hold |
76
| – | – | ﹤0.01% | 299 |
|
|
2021
Q4 | $8K | Buy |
76
+28
| +58% | +$2.95K | ﹤0.01% | 294 |
|
|
2021
Q3 | $4K | Hold |
48
| – | – | ﹤0.01% | 251 |
|
|
2021
Q2 | $4K | Hold |
48
| – | – | ﹤0.01% | 254 |
|
|
2021
Q1 | $4K | Hold |
48
| – | – | ﹤0.01% | 225 |
|
|
2020
Q4 | $3K | Sell |
48
-4,283
| -99% | -$268K | ﹤0.01% | 217 |
|
|
2020
Q3 | $253K | Hold |
4,331
| – | – | 0.16% | 81 |
|
|
2020
Q2 | $281K | Sell |
4,331
-268
| -6% | -$17.4K | 0.19% | 71 |
|
|
2020
Q1 | $273K | Buy |
+4,599
| New | +$273K | 0.18% | 65 |
|
|
2019
Q1 | – | Sell |
-73
| Closed | -$5K | – | 160 |
|
|
2018
Q4 | $5K | Buy |
+73
| New | +$5K | ﹤0.01% | 136 |
|
|
2018
Q3 | – | Sell |
-88
| Closed | -$6K | – | 190 |
|
|
2018
Q2 | $6K | Buy |
+88
| New | +$6K | ﹤0.01% | 150 |
|
|
2017
Q4 | – | Sell |
-31
| Closed | -$3K | – | 132 |
|
|
2017
Q3 | $3K | Hold |
31
| – | – | ﹤0.01% | 121 |
|
|
2017
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 126 |
|
|
2017
Q1 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 126 |
|