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