Operose 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
Q2 | – | Sell |
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|
2025
Q1 | $31.5K | Sell |
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|
2024
Q4 | $26.5K | Sell |
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|
2024
Q3 | $155K | Sell |
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|
2024
Q2 | $165K | Sell |
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|
2024
Q1 | $277K | Buy |
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|
2023
Q4 | $268K | Sell |
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|
2023
Q3 | $351K | Sell |
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|
2023
Q2 | $470K | Buy |
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|
2023
Q1 | $297K | Sell |
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|
2022
Q4 | $385K | Buy |
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|
2022
Q3 | $295K | Hold |
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|
2022
Q2 | $287K | Hold |
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|
2022
Q1 | $313K | Sell |
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|
2021
Q4 | $370K | Buy |
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