Rise 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
2025
Q3
$86.8K Buy
2025
Q2
$76.3K Buy
2025
Q1
$74K Buy
2024
Q4
$48.7K Sell
2024
Q3
$73.4K Sell
2024
Q2
$70.2K Sell
2024
Q1
$94.9K Buy
2023
Q4
$40.1K Buy
2023
Q3
$35.3K Sell
2023
Q2
$42.5K Sell
2023
Q1
$45.9K Buy
2022
Q4
$50.8K Buy
2022
Q3
$52K Buy
2022
Q2
$47K Buy
2022
Q1
$40K Buy
2021
Q4
$40.8K Buy