JGP 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 | $278K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $303K | Sell |
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|
2023
Q4 | $354K | Buy |
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|
2023
Q3 | $259K | Sell |
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|
2023
Q2 | $264K | Buy |
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|
2023
Q1 | $272K | Buy |
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|
2022
Q4 | $320K | Sell |
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|
2022
Q3 | $337K | Buy |
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|
2022
Q2 | $297K | Buy |
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|
2022
Q1 | $334K | Buy |
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|
2021
Q4 | $323K | Buy |
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|
2021
Q3 | $258K | Hold |
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|
2021
Q2 | $253K | Sell |
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|
2021
Q1 | $732K | Buy |
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|
2020
Q4 | $667K | Buy |
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|
2020
Q3 | $484K | Buy |
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|
2020
Q2 | $484K | Buy |
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|
2020
Q1 | $448K | Buy |
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|
2019
Q4 | $486K | Buy |
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|
2019
Q3 | $401K | Sell |
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|
2019
Q2 | $356K | Buy |
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|
2019
Q1 | $344K | Buy |
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|
2018
Q4 | $355K | Buy |
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|
2018
Q3 | $380K | Hold |
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|
2018
Q2 | $310K | Buy |
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