Forza 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 | $723K | Buy |
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|
2025
Q2 | $620K | Buy |
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|
2025
Q1 | $578K | Buy |
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|
2024
Q4 | $373K | Sell |
|
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|
2024
Q3 | $643K | Buy |
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|
2024
Q2 | $530K | Sell |
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|
2024
Q1 | $740K | Sell |
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|
2023
Q4 | $748K | Sell |
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|
2023
Q3 | $752K | Buy |
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|
2023
Q2 | $731K | Buy |
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|
2023
Q1 | $733K | Hold |
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|
2022
Q4 | $919K | Buy |
|