Center for Financial Planning’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
Q3 | $101K | Hold |
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|
2025
Q2 | $92.5K | Buy |
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|
2025
Q1 | $84.1K | Sell |
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|
2024
Q4 | $64.7K | Sell |
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|
2024
Q3 | $107K | Sell |
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|
2024
Q2 | $110K | Sell |
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|
2024
Q1 | $162K | Buy |
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|
2023
Q4 | $68.4K | Hold |
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|
2023
Q3 | $60.5K | Hold |
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|
2023
Q2 | $59.9K | Hold |
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|
2023
Q1 | $64.4K | Hold |
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|
2022
Q4 | $80.7K | Hold |
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|
2022
Q3 | $83K | Hold |
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|
2022
Q2 | $80K | Hold |
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|
2022
Q1 | $88K | Sell |
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|
2021
Q4 | $96K | Sell |
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|
2021
Q3 | $82K | Sell |
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|
2021
Q2 | $84K | Hold |
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|
2021
Q1 | $76K | Hold |
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|
2020
Q4 | $69K | Hold |
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|
2020
Q3 | $59K | Sell |
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|
2020
Q2 | $134K | Sell |
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|
2020
Q1 | $707K | Buy |
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|
2019
Q4 | $873K | Buy |
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