Secure Asset 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 | $230K | Buy |
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|
2025
Q2 | $204K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.84M | Buy |
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|
2024
Q2 | $1.25M | Sell |
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|
2024
Q1 | $1.79M | Buy |
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|
2023
Q4 | $1.61M | Buy |
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|
2023
Q3 | $1.38M | Buy |
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|
2023
Q2 | $681K | Sell |
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|
2023
Q1 | $815K | Sell |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $1.21M | Sell |
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|
2021
Q4 | $1.24M | Sell |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $1.12M | Sell |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $1.38M | Sell |
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|
2020
Q3 | $1.53M | Sell |
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|
2020
Q2 | $1.87M | Buy |
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|
2020
Q1 | $1.67M | Sell |
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|
2019
Q4 | $2.11M | Buy |
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