Congress 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 | $17.1M | Buy |
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|
2025
Q1 | $13.2M | Buy |
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|
2024
Q4 | $8.55M | Sell |
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|
2024
Q3 | $17.4M | Buy |
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|
2024
Q2 | $6.06M | Buy |
|
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|
2024
Q1 | $321K | Sell |
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|
2023
Q4 | $539K | Buy |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $368K | Buy |
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|
2023
Q1 | $327K | Sell |
|
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|
2022
Q4 | $754K | Buy |
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|
2022
Q3 | $529K | Sell |
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|
2022
Q2 | $553K | Sell |
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|
2022
Q1 | $610K | Sell |
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|
2021
Q4 | $747K | Buy |
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