Kiley Juergens 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $704K | Sell |
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|
2023
Q1 | $824K | Buy |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $1.06M | Sell |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $904K | Buy |
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|
2021
Q2 | $865K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $178K | Buy |
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|
2018
Q2 | $103K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $69K | Buy |
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