Schwarz Dygos Wheeler Investment 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 | $895K | Buy |
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|
2025
Q2 | $798K | Buy |
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|
2025
Q1 | $665K | Buy |
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|
2024
Q4 | $436K | Sell |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.29M | Sell |
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|
2024
Q1 | $1.79M | Buy |
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|
2023
Q4 | $1.73M | Buy |
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|
2023
Q3 | $1.33M | Sell |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $1.4M | Buy |
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|
2022
Q4 | $1.71M | Buy |
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|
2022
Q3 | $1.75M | Buy |
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|
2022
Q2 | $1.68M | Sell |
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|
2022
Q1 | $1.89M | Sell |
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|
2021
Q4 | $1.99M | Buy |
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|
2021
Q3 | $1.59M | Sell |
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|
2021
Q2 | $2.06M | Buy |
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|
2021
Q1 | $1.82M | Buy |
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|
2020
Q4 | $1.61M | Buy |
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|
2020
Q3 | $1.17M | Sell |
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|
2020
Q2 | $1.28M | Sell |
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|
2020
Q1 | $1.48M | Buy |
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|
2019
Q4 | $1.44M | Buy |
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|
2019
Q3 | $1.18M | Buy |
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|
2019
Q2 | $1.01M | Buy |
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|
2019
Q1 | $878K | Sell |
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|
2018
Q4 | $1.09M | Buy |
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