Elevation Wealth Partners’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
$15.1K Buy
2025
Q2
$4.83K Hold
2025
Q1
$4.74K Sell
2024
Q4
$21.1K Buy
2024
Q3
$25.2K Hold
2024
Q2
$23.6K Sell
2024
Q1
$39.9K Hold
2023
Q4
$34.9K Buy
2023
Q3
$6.98K Hold
2023
Q2
$6.91K Hold
2023
Q1
$7.43K Buy