MWPCG
Measured Wealth Private Client Group’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,158
| Closed | -$252K | – | 192 |
|
|
2024
Q1 | $252K | Buy |
+3,158
| New | +$252K | 0.09% | 165 |
|
|
2023
Q1 | – | Sell |
-3,430
| Closed | -$320K | – | 175 |
|
|
2022
Q4 | $320K | Sell |
3,430
-2,749
| -44% | -$256K | 0.13% | 110 |
|
|
2022
Q3 | $589K | Buy |
6,179
+606
| +11% | +$57.8K | 0.26% | 53 |
|
|
2022
Q2 | $516K | Buy |
+5,573
| New | +$516K | 0.23% | 63 |
|
|
2019
Q3 | – | Sell |
-5,339
| Closed | -$291K | – | 156 |
|
|
2019
Q2 | $291K | Buy |
5,339
+2
| +0% | +$109 | 0.17% | 134 |
|
|
2019
Q1 | $288K | Buy |
+5,337
| New | +$288K | 0.18% | 130 |
|
|
2018
Q4 | – | Sell |
-765
| Closed | -$60K | – | 231 |
|
|
2018
Q3 | $60K | Buy |
+765
| New | +$60K | 0.04% | 307 |
|