Provenance Wealth Advisors’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $81.9K | Buy |
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|
2025
Q4 | $26.4K | Sell |
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|
2025
Q3 | $86.8K | Hold |
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|
2025
Q2 | $79.4K | Sell |
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|
2025
Q1 | $139K | Sell |
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|
2024
Q4 | $210K | Sell |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $941K | Sell |
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|
2024
Q1 | $1.3M | Buy |
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $1.01M | Buy |
|