Global Financial Private Client’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 | $453K | Buy |
|
|||||
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $188K | Buy |
|
|||||
|
2024
Q4 | $123K | Buy |
|
|||||
|
2024
Q3 | $171K | Hold |
|
|||||
|
2024
Q2 | $160K | Sell |
|
|||||
|
2024
Q1 | $241K | Sell |
|
|||||
|
2023
Q4 | $244K | Sell |
|
|||||
|
2023
Q3 | $344K | Hold |
|
|||||
|
2023
Q2 | $345K | Sell |
|
|||||
|
2023
Q1 | $1.69M | Sell |
|
|||||
|
2022
Q4 | $2.13M | Buy |
|
|||||
|
2022
Q3 | $1.96M | Buy |
|
|||||
|
2022
Q2 | $1.84M | Buy |
|
|||||
|
2022
Q1 | $1.65M | Buy |
|
|||||
|
2021
Q4 | $1.4M | Buy |
|
|||||
|
2021
Q3 | $1.02M | Buy |
|
|||||
|
2021
Q2 | $978K | Buy |
|
|||||
|
2021
Q1 | $711K | Sell |
|
|||||
|
2020
Q4 | $655K | Sell |
|
|||||
|
2020
Q3 | $570K | Buy |
|
|||||
|
2020
Q2 | $610K | Buy |
|
|||||
|
2020
Q1 | $528K | Buy |
|
|||||
|
2019
Q4 | $571K | Buy |
|