Robertson Stephens 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
Q3 | $337K | Sell |
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|
2025
Q2 | $326K | Sell |
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|
2025
Q1 | $321K | Sell |
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|
2024
Q4 | $251K | Sell |
|
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|
2024
Q3 | $363K | Sell |
|
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|
2024
Q2 | $852K | Buy |
|
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|
2024
Q1 | $1.07M | Buy |
|
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|
2023
Q4 | $960K | Sell |
|
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|
2023
Q3 | $1.8M | Sell |
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|
2023
Q2 | $2.66M | Sell |
|
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|
2023
Q1 | $2.88M | Sell |
|
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|
2022
Q4 | $4.14M | Buy |
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|
2022
Q3 | $4.21M | Sell |
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|
2022
Q2 | $4.41M | Sell |
|
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|
2022
Q1 | $5.03M | Buy |
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|
2021
Q4 | $4.73M | Buy |
|