PFG Private Wealth Management’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 |
|
|||||
|
2025
Q1 | $2.71K | Hold |
|
|||||
|
2024
Q4 | $1.8K | Sell |
|
|||||
|
2024
Q3 | $3.33K | Hold |
|
|||||
|
2024
Q2 | $3.13K | Sell |
|
|||||
|
2024
Q1 | $25.1K | Hold |
|
|||||
|
2023
Q4 | $24.9K | Hold |
|
|||||
|
2023
Q3 | $22K | Sell |
|
|||||
|
2023
Q2 | $48.4K | Hold |
|
|||||
|
2023
Q1 | $52K | Sell |
|
|||||
|
2022
Q4 | $112K | Buy |
|
|||||
|
2022
Q3 | $70K | Sell |
|
|||||
|
2022
Q2 | $266K | Sell |
|
|||||
|
2022
Q1 | $362K | Sell |
|
|||||
|
2021
Q4 | $486K | Buy |
|
|||||
|
2021
Q3 | $386K | Buy |
|
|||||
|
2021
Q2 | $371K | Buy |
|
|||||
|
2021
Q1 | $285K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $346K | Buy |
|