Corient Private Wealth’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
$28.2M Sell
2025
Q2
$26.1M Sell
2025
Q1
$26.6M Sell
2024
Q4
$20.3M Sell
2024
Q3
$29.8M Sell
2024
Q2
$31.4M Sell
2024
Q1
$59.5M Sell
2023
Q4
$60.8M Sell
2023
Q3
$55.8M Sell
2023
Q2
$58.6M Buy
2023
Q1
$50.7M Sell
2022
Q4
$80.4M Buy