MBM Wealth Consultants’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $218K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $250K | Sell |
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|
2023
Q4 | $234K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $86K | Hold |
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|
2022
Q4 | $118K | Buy |
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|
2022
Q3 | $113K | Hold |
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|
2022
Q2 | $107K | Hold |
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|
2022
Q1 | $117K | Buy |
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|
2021
Q4 | $17K | Hold |
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|
2021
Q3 | $14K | Sell |
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|
2021
Q2 | $23K | Hold |
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|
2021
Q1 | $20K | Sell |
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|
2020
Q4 | $45K | Sell |
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|
2020
Q3 | $56K | Sell |
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|
2020
Q2 | $77K | Sell |
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|
2020
Q1 | $474K | Buy |
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|
2019
Q4 | $536K | Sell |
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|
2019
Q3 | $460K | Buy |
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|
2019
Q2 | $388K | Buy |
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|
2019
Q1 | $346K | Buy |
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|
2018
Q4 | $389K | Buy |
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