Confluence Wealth Services’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 | $658K | Hold |
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|
2025
Q1 | $626K | Buy |
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|
2024
Q4 | $222K | Sell |
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|
2024
Q3 | $532K | Sell |
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|
2024
Q2 | $581K | Sell |
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|
2024
Q1 | $825K | Sell |
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|
2023
Q4 | $921K | Sell |
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|
2023
Q3 | $989K | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.18M | Sell |
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|
2022
Q4 | $1.59M | Buy |
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|
2022
Q3 | $1.54M | Sell |
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|
2022
Q2 | $1.81M | Buy |
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|
2022
Q1 | $1.28M | Sell |
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|
2021
Q4 | $1.32M | Buy |
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