Private Wealth Partners’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $243K | Buy |
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|
2023
Q4 | $234K | Hold |
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|
2023
Q3 | $207K | Hold |
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|
2023
Q2 | $205K | Sell |
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|
2023
Q1 | $228K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $5.44M | Buy |
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|
2016
Q2 | $4.72M | Buy |
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|
2016
Q1 | $2.09M | Buy |
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|
2015
Q4 | $1.9M | Buy |
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|
2015
Q3 | $1.81M | Sell |
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|
2015
Q2 | $2.46M | Buy |
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|
2015
Q1 | $2.39M | Buy |
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|
2014
Q4 | $2.21M | Buy |
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|
2014
Q3 | $1.82M | Buy |
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|
2014
Q2 | $1.68M | Buy |
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|
2014
Q1 | $1.66M | Sell |
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|
2013
Q4 | $1.6M | Buy |
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|
2013
Q3 | $1.18M | Hold |
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|
2013
Q2 | $1.18M | Buy |
|