Empirical 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 | $635K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $229K | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $232K | Buy |
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|
2023
Q4 | $214K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $522K | Sell |
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|
2023
Q1 | $6.14M | Sell |
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|
2022
Q4 | $8.76M | Buy |
|
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|
2022
Q3 | $8.21M | Buy |
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|
2022
Q2 | $6.12M | Buy |
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|
2022
Q1 | $1.69M | Sell |
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|
2021
Q4 | $1.8M | Sell |
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|
2021
Q3 | $1.48M | Buy |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $951K | Buy |
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|
2020
Q4 | $831K | Buy |
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|
2020
Q3 | $502K | Buy |
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|
2020
Q2 | $471K | Buy |
|