Geneos 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 | $446K | Sell |
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|
2025
Q2 | $590K | Sell |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $258K | Sell |
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|
2024
Q3 | $3.99M | Buy |
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|
2024
Q2 | $3.2M | Sell |
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|
2024
Q1 | $5.34M | Sell |
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|
2023
Q4 | $5.33M | Sell |
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|
2023
Q3 | $5.76M | Buy |
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|
2023
Q2 | $5.38M | Buy |
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|
2023
Q1 | $4.67M | Sell |
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|
2022
Q4 | $6.29M | Buy |
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|
2022
Q3 | $5.12M | Sell |
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|
2022
Q2 | $5.41M | Buy |
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|
2022
Q1 | $5.62M | Sell |
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|
2021
Q4 | $6.39M | Sell |
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|
2021
Q3 | $6.39M | Buy |
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|
2021
Q2 | $6.21M | Sell |
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|
2021
Q1 | $6.48M | Buy |
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|
2020
Q4 | $5.98M | Buy |
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|
2020
Q3 | $4.78M | Sell |
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|
2020
Q2 | $6.25M | Buy |
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|
2020
Q1 | $5.68M | Buy |
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|
2019
Q4 | $7.04M | Buy |
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|
2019
Q3 | $5.53M | Sell |
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|
2019
Q2 | $5.01M | Buy |
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|
2019
Q1 | $4.27M | Sell |
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|
2018
Q4 | $5.21M | Sell |
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|
2018
Q3 | $6.32M | Buy |
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|
2018
Q2 | $876K | Buy |
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|
2018
Q1 | $841K | Sell |
|
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|
2017
Q4 | $1.04M | Buy |
|
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|
2017
Q3 | $1.02M | Buy |
|
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|
2017
Q2 | $994K | Sell |
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|
2017
Q1 | $1.01M | Sell |
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|
2016
Q4 | $1.08M | Sell |
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|
2016
Q3 | $1.25M | Buy |
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|
2016
Q2 | $1.29M | Buy |
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|
2016
Q1 | $1.43M | Buy |
|