HighMark 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 | $145K | Buy |
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|
2025
Q2 | $131K | Buy |
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|
2025
Q1 | $35K | Buy |
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|
2024
Q4 | $22.9K | Sell |
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|
2024
Q3 | $115K | Sell |
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|
2024
Q2 | $109K | Sell |
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|
2024
Q1 | $162K | Buy |
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|
2023
Q4 | $81.9K | Buy |
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|
2023
Q3 | $71.7K | Buy |
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|
2023
Q2 | $63.5K | Buy |
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|
2023
Q1 | $67.7K | Buy |
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|
2022
Q4 | $84.4K | Buy |
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|
2022
Q3 | $86K | Buy |
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|
2022
Q2 | $83K | Sell |
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|
2022
Q1 | $105K | Sell |
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|
2021
Q4 | $109K | Buy |
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|
2021
Q3 | $89K | Buy |
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|
2021
Q2 | $87K | Buy |
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|
2021
Q1 | $78K | Buy |
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|
2020
Q4 | $70K | Buy |
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|
2020
Q3 | $15K | Buy |
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|
2020
Q2 | $17K | Buy |
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|
2020
Q1 | $1K | Hold |
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|
2019
Q4 | $2K | Buy |
|