Institute for 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 | $214K | Sell |
|
|||||
|
2025
Q2 | $223K | Sell |
|
|||||
|
2025
Q1 | $227K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $469K | Sell |
|
|||||
|
2024
Q2 | $462K | Buy |
|
|||||
|
2024
Q1 | $475K | Sell |
|
|||||
|
2023
Q4 | $480K | Sell |
|
|||||
|
2023
Q3 | $451K | Sell |
|
|||||
|
2023
Q2 | $489K | Sell |
|
|||||
|
2023
Q1 | $530K | Sell |
|
|||||
|
2022
Q4 | $709K | Sell |
|
|||||
|
2022
Q3 | $733K | Buy |
|
|||||
|
2022
Q2 | $666K | Sell |
|
|||||
|
2022
Q1 | $739K | Sell |
|
|||||
|
2021
Q4 | $764K | Buy |
|
|||||
|
2021
Q3 | $601K | Sell |
|
|||||
|
2021
Q2 | $599K | Sell |
|
|||||
|
2021
Q1 | $575K | Sell |
|
|||||
|
2020
Q4 | $578K | Buy |
|
|||||
|
2020
Q3 | $430K | Sell |
|
|||||
|
2020
Q2 | $789K | Buy |
|
|||||
|
2020
Q1 | $705K | Buy |
|
|||||
|
2019
Q4 | $819K | Sell |
|
|||||
|
2019
Q3 | $724K | Buy |
|
|||||
|
2019
Q2 | $497K | Buy |
|
|||||
|
2019
Q1 | $439K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $313K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $544K | Buy |
|