PDS 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
Q3 | $376K | Buy |
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|
2025
Q2 | $330K | Buy |
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|
2025
Q1 | $293K | Buy |
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|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $243K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $318K | Buy |
|
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|
2023
Q4 | $280K | Buy |
|
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|
2023
Q3 | $232K | Sell |
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|
2023
Q2 | $246K | Buy |
|
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|
2023
Q1 | $246K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $208K | Sell |
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|
2021
Q4 | $288K | Buy |
|
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|
2021
Q3 | $237K | Buy |
|
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|
2021
Q2 | $206K | Sell |
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|
2021
Q1 | $247K | Sell |
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|
2020
Q4 | $234K | Buy |
|