Sax 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $202K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $286K | Buy |
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|
2023
Q2 | $273K | Hold |
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|
2023
Q1 | $293K | Sell |
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|
2022
Q4 | $393K | Buy |
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|
2022
Q3 | $307K | Sell |
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|
2022
Q2 | $300K | Buy |
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|
2022
Q1 | $328K | Hold |
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|
2021
Q4 | $334K | Buy |
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|
2021
Q3 | $254K | Sell |
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|
2021
Q2 | $270K | Buy |
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|
2021
Q1 | $234K | Buy |
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|
2020
Q4 | $211K | Buy |
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