GGM Wealth Advisors’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
Q1 | $372K | Hold |
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|
2024
Q4 | $257K | Sell |
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|
2024
Q3 | $487K | Sell |
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|
2024
Q2 | $457K | Hold |
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|
2024
Q1 | $568K | Sell |
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|
2023
Q4 | $811K | Buy |
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|
2023
Q3 | $638K | Buy |
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|
2023
Q2 | $651K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $668K | Buy |
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|
2022
Q3 | $657K | Buy |
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|
2022
Q2 | $553K | Hold |
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|
2022
Q1 | $605K | Buy |
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