Financial Perspectives’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 | $53.4K | Hold |
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|
2025
Q2 | $48.8K | Sell |
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|
2025
Q1 | $54.5K | Hold |
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|
2024
Q4 | $36.1K | Buy |
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|
2024
Q3 | $21.3K | Hold |
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|
2024
Q2 | $20K | Hold |
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|
2024
Q1 | $27K | Sell |
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|
2023
Q4 | $30.9K | Buy |
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|
2023
Q3 | $25.2K | Hold |
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|
2023
Q2 | $24.9K | Buy |
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|
2023
Q1 | $26.8K | Sell |
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|
2022
Q4 | $37.3K | Buy |
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|
2022
Q3 | $38.1K | Buy |
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|
2022
Q2 | $33.6K | Hold |
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|
2022
Q1 | $36.6K | Hold |
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|
2021
Q4 | $37.3K | Buy |
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|
2021
Q3 | $30.7K | Hold |
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|
2021
Q2 | $30.1K | Sell |
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|
2021
Q1 | $361K | Buy |
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|
2020
Q4 | $26.6K | Sell |
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|
2020
Q3 | $25.2K | Hold |
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|
2020
Q2 | $28K | Buy |
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|
2020
Q1 | $15.5K | Sell |
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|
2019
Q4 | $29K | Buy |
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