Personal CFO Solutions’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 | $842K | Buy |
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|
2025
Q2 | $751K | Sell |
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|
2025
Q1 | $754K | Buy |
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|
2024
Q4 | $450K | Sell |
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|
2024
Q3 | $1.68M | Buy |
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|
2024
Q2 | $1.38M | Sell |
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|
2024
Q1 | $2.02M | Buy |
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|
2023
Q4 | $1.9M | Buy |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $1.3M | Buy |
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|
2023
Q1 | $1.29M | Buy |
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|
2022
Q4 | $1.57M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $857K | Buy |
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|
2022
Q1 | $819K | Buy |
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|
2021
Q4 | $748K | Buy |
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|
2021
Q3 | $484K | Buy |
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|
2021
Q2 | $319K | Buy |
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|
2021
Q1 | $248K | Buy |
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