Mark Sheptoff Financial Planning’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 | $123K | Hold |
|
|||||
|
2025
Q1 | $121K | Sell |
|
|||||
|
2024
Q4 | $89K | Sell |
|
|||||
|
2024
Q3 | $311K | Sell |
|
|||||
|
2024
Q2 | $310K | Buy |
|
|||||
|
2024
Q1 | $285K | Sell |
|
|||||
|
2023
Q4 | $290K | Sell |
|
|||||
|
2023
Q3 | $295K | Sell |
|
|||||
|
2023
Q2 | $723K | Sell |
|
|||||
|
2023
Q1 | $777K | Sell |
|
|||||
|
2022
Q4 | $993K | Sell |
|
|||||
|
2022
Q3 | $1.04M | Sell |
|
|||||
|
2022
Q2 | $1.03M | Sell |
|
|||||
|
2022
Q1 | $1.17M | Buy |
|
|||||
|
2021
Q4 | $1.08M | Buy |
|
|||||
|
2021
Q3 | $832K | Hold |
|
|||||
|
2021
Q2 | $818K | Sell |
|
|||||
|
2021
Q1 | $744K | Sell |
|
|||||
|
2020
Q4 | $917K | Sell |
|
|||||
|
2020
Q3 | $815K | Sell |
|
|||||
|
2020
Q2 | $1.91M | Sell |
|
|||||
|
2020
Q1 | $2.12M | Buy |
|
|||||
|
2019
Q4 | $2.65M | Buy |
|
|||||
|
2019
Q3 | $2.16M | Buy |
|
|||||
|
2019
Q2 | $1.61M | Buy |
|
|||||
|
2019
Q1 | $1.52M | Sell |
|
|||||
|
2018
Q4 | $1.85M | Sell |
|
|||||
|
2018
Q3 | $2.27M | Sell |
|
|||||
|
2018
Q2 | $1.93M | Buy |
|
|||||
|
2018
Q1 | $1.67M | Sell |
|
|||||
|
2017
Q4 | $2.56M | Sell |
|
|||||
|
2017
Q3 | $3.93M | Sell |
|
|||||
|
2017
Q2 | $4.2M | Sell |
|
|||||
|
2017
Q1 | $4.16M | Buy |
|
|||||
|
2016
Q4 | $4.17M | Sell |
|
|||||
|
2016
Q3 | $4.72M | Buy |
|
|||||
|
2016
Q2 | $4.58M | Buy |
|
|||||
|
2016
Q1 | $4.74M | Buy |
|
|||||
|
2015
Q4 | $4.28M | Buy |
|
|||||
|
2015
Q3 | $4.1M | Buy |
|
|||||
|
2015
Q2 | $4.19M | Buy |
|
|||||
|
2015
Q1 | $3.98M | Buy |
|
|||||
|
2014
Q4 | $3.63M | Buy |
|
|||||
|
2014
Q3 | $2.92M | Buy |
|
|||||
|
2014
Q2 | $2.67M | Sell |
|
|||||
|
2014
Q1 | $2.67M | Buy |
|