Pinnacle Wealth Planning Services’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
Q4 | $169K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $235K | Sell |
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|
2024
Q1 | $537K | Buy |
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|
2023
Q4 | $529K | Buy |
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|
2023
Q3 | $428K | Sell |
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|
2023
Q2 | $426K | Sell |
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|
2023
Q1 | $702K | Buy |
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|
2022
Q4 | $801K | Sell |
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|
2022
Q3 | $956K | Buy |
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|
2022
Q2 | $919K | Buy |
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|
2022
Q1 | $843K | Sell |
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|
2021
Q4 | $870K | Buy |
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|
2021
Q3 | $670K | Buy |
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|
2021
Q2 | $591K | Buy |
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|
2021
Q1 | $522K | Sell |
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|
2020
Q4 | $475K | Buy |
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|
2020
Q3 | $358K | Sell |
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|
2020
Q2 | $419K | Buy |
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|
2020
Q1 | $348K | Buy |
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|
2019
Q4 | $304K | Buy |
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|
2019
Q3 | $234K | Buy |
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