GeoWealth 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 | $288K | Sell |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $148K | Sell |
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|
2024
Q4 | $224K | Sell |
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|
2024
Q3 | $318K | Sell |
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|
2024
Q2 | $374K | Sell |
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|
2024
Q1 | $543K | Buy |
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|
2023
Q4 | $372K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $284K | Sell |
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|
2022
Q3 | $299K | Sell |
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|
2022
Q2 | $374K | Sell |
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|
2022
Q1 | $446K | Sell |
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|
2021
Q4 | $632K | Buy |
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|
2021
Q3 | $517K | Sell |
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|
2021
Q2 | $572K | Buy |
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|
2021
Q1 | $457K | Buy |
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|
2020
Q4 | $315K | Buy |
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|
2020
Q3 | $226K | Sell |
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|
2020
Q2 | $282K | Buy |
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