Quadrant 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 | $262K | Buy |
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|
2025
Q1 | $241K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $201K | Buy |
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|
2024
Q1 | $246K | Sell |
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|
2023
Q4 | $280K | Sell |
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|
2023
Q3 | $357K | Sell |
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|
2023
Q2 | $417K | Buy |
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|
2023
Q1 | $446K | Sell |
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|
2022
Q4 | $574K | Buy |
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|
2022
Q2 | $524K | Buy |
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|
2022
Q1 | $550K | Buy |
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|
2021
Q4 | $554K | Buy |
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|
2021
Q3 | $316K | Buy |
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|
2021
Q2 | $271K | Buy |
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|
2021
Q1 | $233K | Sell |
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|
2020
Q4 | $439K | Sell |
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|
2020
Q3 | $377K | Sell |
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|
2020
Q2 | $420K | Sell |
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|
2020
Q1 | $515K | Buy |
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|
2019
Q4 | $588K | Sell |
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|
2019
Q3 | $516K | Buy |
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|
2019
Q2 | $394K | Sell |
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|
2019
Q1 | $410K | Buy |
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|
2018
Q4 | $486K | Buy |
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|
2018
Q3 | $425K | Buy |
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|
2018
Q2 | $298K | Buy |
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