Golden State 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 | $100K | Buy |
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|
2025
Q2 | $84K | Buy |
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|
2025
Q1 | $19.7K | Buy |
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|
2024
Q4 | $3.42K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $234K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $99K | Sell |
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|
2020
Q2 | $239K | Buy |
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|
2020
Q1 | $95K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $129K | Sell |
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|
2019
Q2 | $125K | Buy |
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|
2019
Q1 | $76K | Buy |
|