Compass 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
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|
2025
Q1 | $277K | Sell |
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|
2024
Q4 | $376K | Sell |
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|
2024
Q3 | $731K | Sell |
|
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|
2024
Q2 | $1.94M | Sell |
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|
2024
Q1 | $4.9M | Sell |
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|
2023
Q4 | $5.69M | Sell |
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|
2023
Q3 | $5.56M | Sell |
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|
2023
Q2 | $6M | Sell |
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|
2023
Q1 | $6.67M | Sell |
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|
2022
Q4 | $8.48M | Buy |
|