Concentric 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 | $545K | Sell |
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|
2024
Q2 | $523K | Sell |
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|
2024
Q1 | $716K | Buy |
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|
2023
Q4 | $708K | Sell |
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|
2023
Q3 | $3.99M | Buy |
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|
2023
Q2 | $3.84M | Buy |
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|
2023
Q1 | $3.88M | Buy |
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|
2022
Q4 | $4.79M | Sell |
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|
2022
Q3 | $5.08M | Sell |
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|
2022
Q2 | $4.96M | Sell |
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|
2022
Q1 | $5.44M | Sell |
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|
2021
Q4 | $5.55M | Sell |
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|
2021
Q3 | $4.8M | Buy |
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|
2021
Q2 | $4.6M | Buy |
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|
2021
Q1 | $4.11M | Buy |
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|
2020
Q4 | $3.48M | Buy |
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|
2020
Q3 | $2.86M | Buy |
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|
2020
Q2 | $3.11M | Buy |
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|
2020
Q1 | $2.59M | Buy |
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|
2019
Q4 | $3.07M | Buy |
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|
2019
Q3 | $2.27M | Buy |
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|
2019
Q2 | $1.95M | Buy |
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|
2019
Q1 | $1.77M | Buy |
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|
2018
Q4 | $1.9M | Buy |
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|
2018
Q3 | $2.19M | Buy |
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|
2018
Q2 | $1.73M | Buy |
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|
2018
Q1 | $1.65M | Buy |
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|
2017
Q4 | $1.86M | Buy |
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|
2017
Q3 | $1.98M | Buy |
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|
2017
Q2 | $1.91M | Buy |
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|
2017
Q1 | $1.84M | Buy |
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|
2016
Q4 | $1.8M | Buy |
|