Old North State 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
$7.26M Sell
2025
Q2
$6.69M Buy
2025
Q1
$6.42M Buy
2024
Q4
$3.72M Buy
2024
Q3
$4.52M Sell
2024
Q2
$5.74M Buy
2024
Q1
$6.19M Buy
2023
Q4
$6.01M Buy
2023
Q3
$5.15M Buy
2023
Q2
$3.79M Buy
2023
Q1
$3.65M Buy
2022
Q4
$4.26M Buy
2022
Q3
$4.19M Buy
2022
Q2
$4.05M Buy
2022
Q1
$4.23M Sell
2021
Q4
$5.52M Buy