Cypress 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
Q4 | $229K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $237K | Buy |
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|
2023
Q4 | $224K | Sell |
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|
2023
Q3 | $235K | Buy |
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|
2023
Q2 | $233K | Buy |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q4 | $278K | Buy |
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|
2022
Q3 | $241K | Sell |
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|
2022
Q2 | $288K | Buy |
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|
2022
Q1 | $314K | Buy |
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|
2021
Q4 | $314K | Buy |
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|
2021
Q3 | $255K | Sell |
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|
2021
Q2 | $302K | Sell |
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|
2021
Q1 | $274K | Buy |
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|
2020
Q4 | $238K | Buy |
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