HHM 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
Q3 | $85.2K | Sell |
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|
2025
Q2 | $86.7K | Sell |
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|
2025
Q1 | $85.2K | Sell |
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|
2024
Q4 | $58.6K | Sell |
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|
2024
Q3 | $101K | Sell |
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|
2024
Q2 | $111K | Buy |
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|
2024
Q1 | $134K | Buy |
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|
2023
Q4 | $131K | Sell |
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|
2023
Q3 | $119K | Sell |
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|
2023
Q2 | $149K | Hold |
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|
2023
Q1 | $161K | Sell |
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|
2022
Q4 | $202K | Hold |
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|
2022
Q3 | $207K | Sell |
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|
2022
Q2 | $266K | Buy |
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|
2022
Q1 | $244K | Hold |
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|
2021
Q4 | $249K | Hold |
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|
2021
Q3 | $205K | Hold |
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|
2021
Q2 | $201K | Sell |
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|
2021
Q1 | $211K | Buy |
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|
2020
Q4 | $185K | Buy |
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|
2020
Q3 | $147K | Buy |
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|
2020
Q2 | $139K | Buy |
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|
2020
Q1 | $121K | Buy |
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