Icon Wealth Partners’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $493K | Buy |
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|
2022
Q2 | $699K | Sell |
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|
2022
Q1 | $774K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $572K | Hold |
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|
2021
Q2 | $563K | Sell |
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|
2021
Q1 | $549K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.14M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $60K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $108K | Buy |
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|
2018
Q2 | $34K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $95K | Buy |
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