Dakota 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 | $1.4M | Sell |
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|
2025
Q1 | $1.68M | Sell |
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|
2024
Q4 | $1.27M | Sell |
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|
2024
Q3 | $2.86M | Sell |
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|
2024
Q2 | $3.75M | Sell |
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|
2024
Q1 | $8.46M | Buy |
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|
2023
Q4 | $4.2M | Sell |
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|
2023
Q3 | $3.93M | Sell |
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|
2023
Q2 | $4.02M | Buy |
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|
2023
Q1 | $4.32M | Sell |
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|
2022
Q4 | $5.43M | Buy |
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|
2022
Q3 | $5.48M | Sell |
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|
2022
Q2 | $5.4M | Buy |
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|
2022
Q1 | $5.28M | Buy |
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|
2021
Q4 | $294K | Buy |
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|
2021
Q3 | $229K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.93M | Sell |
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|
2018
Q3 | $3.18M | Buy |
|