Partners in Financial Planning’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 | $406K | Sell |
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|
2025
Q1 | $400K | Buy |
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|
2024
Q4 | $265K | Sell |
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|
2024
Q3 | $386K | Sell |
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|
2024
Q2 | $369K | Hold |
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|
2024
Q1 | $499K | Hold |
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|
2023
Q4 | $494K | Hold |
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|
2023
Q3 | $437K | Buy |
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|
2023
Q2 | $416K | Hold |
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|
2023
Q1 | $447K | Hold |
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|
2022
Q4 | $559K | Hold |
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|
2022
Q3 | $585K | Sell |
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|
2022
Q2 | $640K | Hold |
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|
2022
Q1 | $637K | Hold |
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|
2021
Q4 | $653K | Hold |
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|
2021
Q3 | $532K | Buy |
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|
2021
Q2 | $521K | Buy |
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