HB 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 | $2.89M | Buy |
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|
2025
Q2 | $2.27M | Sell |
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|
2025
Q1 | $2.23M | Buy |
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|
2024
Q4 | $899K | Buy |
|
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $1.25M | Sell |
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|
2024
Q1 | $1.97M | Buy |
|
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|
2023
Q4 | $1.89M | Sell |
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|
2023
Q3 | $1.95M | Buy |
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|
2023
Q2 | $1.73M | Buy |
|
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|
2023
Q1 | $1.78M | Sell |
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|
2022
Q4 | $2.24M | Buy |
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|
2022
Q3 | $2.11M | Buy |
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|
2022
Q2 | $1.91M | Buy |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $1.2M | Buy |
|