Opal Wealth Advisors’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 | – | Sell |
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|
2025
Q2 | $95.3K | Sell |
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|
2025
Q1 | $115K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $279K | Sell |
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|
2024
Q2 | $308K | Sell |
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|
2024
Q1 | $425K | Buy |
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|
2023
Q4 | $420K | Sell |
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|
2023
Q3 | $407K | Buy |
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|
2023
Q2 | $351K | Sell |
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|
2023
Q1 | $419K | Buy |
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|
2022
Q4 | $507K | Buy |
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|
2022
Q3 | $503K | Sell |
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|
2022
Q2 | $500K | Buy |
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|
2022
Q1 | $541K | Sell |
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|
2021
Q4 | $586K | Buy |
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|
2021
Q3 | $306K | Sell |
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|
2021
Q2 | $462K | Buy |
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|
2021
Q1 | $285K | Buy |
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