Mascoma 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 | $39.4K | Hold |
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|
2025
Q2 | $36.1K | Sell |
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|
2025
Q1 | $49K | Hold |
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|
2024
Q4 | $32.5K | Sell |
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|
2024
Q3 | $87.4K | Hold |
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|
2024
Q2 | $82.1K | Sell |
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|
2024
Q1 | $119K | Hold |
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|
2023
Q4 | $118K | Sell |
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|
2023
Q3 | $106K | Buy |
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|
2023
Q2 | $110K | Sell |
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|
2023
Q1 | $112K | Sell |
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|
2022
Q4 | $163K | Hold |
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|
2022
Q3 | $166K | Hold |
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|
2022
Q2 | $162K | Sell |
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|
2022
Q1 | $184K | Buy |
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|
2021
Q4 | $183K | Buy |
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|
2021
Q3 | $150K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $131K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $15K | Sell |
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|
2019
Q1 | $15K | Sell |
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|
2018
Q4 | $21K | Buy |
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|
2018
Q3 | $22K | Hold |
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|
2018
Q2 | $18K | Sell |
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|
2018
Q1 | $29K | Hold |
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|
2017
Q4 | $36K | Buy |
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|
2017
Q3 | $35K | Hold |
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|
2017
Q2 | $35K | Hold |
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|
2017
Q1 | $34K | Sell |
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|
2016
Q4 | $38K | Buy |
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