Concord Wealth Partners’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 | $2.76M | Buy |
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|
2025
Q2 | $2.35M | Buy |
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|
2025
Q1 | $62.7K | Sell |
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|
2024
Q4 | $54.8K | Sell |
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|
2024
Q3 | $136K | Buy |
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|
2024
Q2 | $91K | Sell |
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|
2024
Q1 | $344K | Buy |
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|
2023
Q4 | $151K | Sell |
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|
2023
Q3 | $365K | Buy |
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|
2023
Q2 | $350K | Buy |
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|
2023
Q1 | $355K | Sell |
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|
2022
Q4 | $454K | Sell |
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|
2022
Q3 | $477K | Sell |
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|
2022
Q2 | $465K | Sell |
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|
2022
Q1 | $533K | Sell |
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|
2021
Q4 | $595K | Buy |
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|
2021
Q3 | $317K | Sell |
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|
2021
Q2 | $379K | Buy |
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|
2021
Q1 | $341K | Buy |
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|
2020
Q4 | $198K | Buy |
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