Defined 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
Q3
$270K Buy
2025
Q2
$246K Buy
2025
Q1
$240K Buy
2024
Q4
Sell
2024
Q3
$213K Sell
2024
Q2
$203K Buy
2024
Q1
$274K Buy
2023
Q4
$271K Buy
2023
Q3
$238K Buy
2023
Q2
$233K Buy
2023
Q1
$250K Hold
2022
Q4
$314K Sell
2022
Q3
$427K Hold
2022
Q2
$415K Hold
2022
Q1
$453K Hold
2021
Q4
$462K Hold
2021
Q3
$380K Hold
2021
Q2
$374K Hold
2021
Q1
$337K Hold
2020
Q4
$306K Buy