Measured Wealth Private Client Group’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 | $718K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $252K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $320K | Sell |
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|
2022
Q3 | $589K | Buy |
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|
2022
Q2 | $516K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $291K | Buy |
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|
2019
Q1 | $288K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $60K | Buy |
|