Marcum Wealth’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
Q1 | $769K | Buy |
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|
2024
Q4 | $392K | Buy |
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|
2024
Q3 | $468K | Sell |
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|
2024
Q2 | $468K | Buy |
|
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|
2024
Q1 | $550K | Sell |
|
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|
2023
Q4 | $553K | Buy |
|
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|
2023
Q3 | $477K | Sell |
|
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|
2023
Q2 | $485K | Buy |
|
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|
2023
Q1 | $521K | Sell |
|
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|
2022
Q4 | $700K | Sell |
|
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|
2022
Q3 | $740K | Sell |
|
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|
2022
Q2 | $775K | Buy |
|
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|
2022
Q1 | $732K | Buy |
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|
2021
Q4 | $745K | Buy |
|
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|
2021
Q3 | $609K | Buy |
|
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|
2021
Q2 | $488K | Sell |
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|
2021
Q1 | $441K | Buy |
|