Jupiter 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
$528K Buy
2025
Q2
$330K Buy
2024
Q4
Sell
2024
Q3
$126K Hold
2024
Q2
$121K Sell
2024
Q1
$137K Sell
2023
Q4
$2.51M Buy
2023
Q3
$1.85M Sell
2023
Q2
$2.54M Sell
2023
Q1
$2.93M Sell
2022
Q4
$3.93M Hold
2022
Q3
$4.02M Hold
2022
Q2
$3.91M Hold
2022
Q1
$4.27M Hold
2021
Q4
$4.35M Sell
2021
Q3
$4.49M Sell
2021
Q2
$3.96M Buy
2021
Q1
$3.5M Buy
2020
Q4
$2.09M Buy
2020
Q3
$1.35M Sell
2020
Q2
$4.53M Buy
2020
Q1
$4M Buy