Regent Peak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $224K | Sell |
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|
2024
Q2 | $217K | Sell |
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|
2024
Q1 | $332K | Buy |
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|
2023
Q4 | $329K | Buy |
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|
2023
Q3 | $280K | Buy |
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|
2023
Q2 | $262K | Sell |
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|
2023
Q1 | $292K | Sell |
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|
2022
Q4 | $385K | Buy |
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|
2022
Q3 | $391K | Buy |
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|
2022
Q2 | $369K | Sell |
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|
2022
Q1 | $438K | Buy |
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|
2021
Q4 | $402K | Buy |
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|
2021
Q3 | $322K | Sell |
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|
2021
Q2 | $314K | Sell |
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|
2021
Q1 | $287K | Buy |
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|
2020
Q4 | $256K | Sell |
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|
2020
Q3 | $1.17M | Buy |
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|
2020
Q2 | $217K | Sell |
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|
2020
Q1 | $202K | Sell |
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|
2019
Q4 | $1.29M | Buy |
|