Insight Wealth Strategies’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $1.76M | Buy |
|
|||||
|
2023
Q3 | $1.32M | Buy |
|
|||||
|
2023
Q2 | $1.14M | Buy |
|
|||||
|
2023
Q1 | $1.21M | Buy |
|
|||||
|
2022
Q4 | $1.49M | Buy |
|
|||||
|
2022
Q3 | $1.45M | Hold |
|
|||||
|
2022
Q2 | $1.45M | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $279K | Buy |
|
|||||
|
2020
Q4 | $251K | Sell |
|
|||||
|
2020
Q3 | $244K | Buy |
|
|||||
|
2020
Q2 | $238K | Buy |
|
|||||
|
2020
Q1 | $208K | Buy |
|