Guardian 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
Q2 | – | Sell |
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|
2025
Q1 | $769 | Sell |
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|
2024
Q4 | $747K | Buy |
|
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|
2024
Q3 | $692 | Hold |
|
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|
2024
Q2 | $648 | Hold |
|
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|
2024
Q1 | $864 | Hold |
|
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|
2023
Q4 | $848 | Hold |
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|
2023
Q3 | $743 | Hold |
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|
2023
Q2 | $730 | Sell |
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|
2023
Q1 | $35.7K | Buy |
|
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|
2022
Q4 | $44.4K | Sell |
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|
2022
Q3 | $46K | Buy |
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|
2022
Q2 | $44K | Buy |
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|
2022
Q1 | $48K | Buy |
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|
2021
Q4 | $49K | Buy |
|