Iron Horse 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
Q2 | $77.9K | Buy |
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|
2025
Q1 | $69.4K | Sell |
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|
2024
Q4 | $60.7K | Hold |
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|
2024
Q3 | $85.1K | Hold |
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|
2024
Q2 | $79.9K | Hold |
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|
2024
Q1 | $108K | Sell |
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|
2023
Q4 | $115K | Hold |
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|
2023
Q3 | $101K | Buy |
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|
2023
Q2 | $86K | Hold |
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|
2023
Q1 | $92.4K | Hold |
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|
2022
Q4 | $116K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $116K | Buy |
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|
2022
Q1 | $126K | Hold |
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|
2021
Q4 | $128K | Hold |
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|
2021
Q3 | $106K | Hold |
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|
2021
Q2 | $104K | Hold |
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|
2021
Q1 | $94K | Hold |
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|
2020
Q4 | $85K | Buy |
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