Basepoint Wealth LLC’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 | $380K | Sell |
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|
2025
Q1 | $384K | Sell |
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|
2024
Q4 | $267K | Sell |
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|
2024
Q3 | $433K | Sell |
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|
2024
Q2 | $409K | Sell |
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|
2024
Q1 | $566K | Sell |
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|
2023
Q4 | $647K | Sell |
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|
2023
Q3 | $597K | Sell |
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|
2023
Q2 | $637K | Sell |
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|
2023
Q1 | $771K | Sell |
|
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $1.18M | Sell |
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|
2022
Q2 | $1.42M | Sell |
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|
2022
Q1 | $3.42M | Sell |
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|
2021
Q4 | $4.89M | Buy |
|