Forum Private Client Group’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 | $343K | Buy |
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|
2025
Q2 | $314K | Sell |
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|
2025
Q1 | $316K | Buy |
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|
2024
Q4 | $208K | Buy |
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|
2024
Q3 | $289K | Buy |
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|
2024
Q2 | $261K | Buy |
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|
2024
Q1 | $347K | Buy |
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|
2023
Q4 | $340K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $288K | Sell |
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|
2023
Q1 | $312K | Sell |
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|
2022
Q4 | $391K | Sell |
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|
2022
Q3 | $401K | Buy |
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|
2022
Q2 | $388K | Buy |
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|
2022
Q1 | $424K | Buy |
|