Pinnacle Wealth Management Advisory Group’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 | $249K | Sell |
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|
2025
Q2 | $273K | Buy |
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|
2025
Q1 | $231K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $527K | Buy |
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|
2023
Q4 | $484K | Sell |
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|
2023
Q3 | $467K | Buy |
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|
2023
Q2 | $418K | Buy |
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|
2023
Q1 | $370K | Buy |
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|
2022
Q4 | $390K | Sell |
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|
2022
Q3 | $597K | Buy |
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|
2022
Q2 | $256K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $222K | Sell |
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|
2015
Q4 | $212K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $211K | Hold |
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|
2015
Q1 | $208K | Buy |
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