Keudell/Morrison 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 | – | Sell |
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|
2025
Q1 | $213K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $223K | Hold |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $358K | Buy |
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|
2022
Q3 | $360K | Sell |
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|
2022
Q2 | $359K | Buy |
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|
2022
Q1 | $331K | Buy |
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|
2021
Q4 | $326K | Sell |
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|
2021
Q3 | $298K | Sell |
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|
2021
Q2 | $301K | Sell |
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|
2021
Q1 | $280K | Sell |
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|
2020
Q4 | $279K | Buy |
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|
2020
Q3 | $218K | Buy |
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|
2020
Q2 | $227K | Buy |
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|
2020
Q1 | $207K | Buy |
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|
2019
Q4 | $252K | Buy |
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|
2019
Q3 | $211K | Buy |
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