Sheets Smith 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 | $1.28M | Buy |
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|
2025
Q2 | $388K | Sell |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $880K | Sell |
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|
2024
Q3 | $1.96M | Sell |
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|
2024
Q2 | $6.35M | Sell |
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|
2024
Q1 | $9.35M | Buy |
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|
2023
Q4 | $8.47M | Buy |
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|
2023
Q3 | $4.46M | Buy |
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|
2023
Q2 | $4M | Buy |
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|
2023
Q1 | $948K | Sell |
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|
2022
Q4 | $1.19M | Sell |
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|
2022
Q3 | $1.25M | Buy |
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|
2022
Q2 | $990K | Sell |
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|
2022
Q1 | $1.49M | Sell |
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|
2021
Q4 | $1.54M | Buy |
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|
2021
Q3 | $1.27M | Buy |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.18M | Buy |
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|
2020
Q4 | $1.06M | Buy |
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|
2020
Q3 | $861K | Buy |
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|
2020
Q2 | $952K | Buy |
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|
2020
Q1 | $343K | Buy |
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|
2019
Q4 | $367K | Buy |
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|
2019
Q3 | $296K | Buy |
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|
2019
Q2 | $242K | Buy |
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|
2019
Q1 | $205K | Sell |
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|
2018
Q4 | $290K | Sell |
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|
2018
Q3 | $519K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $757K | Buy |
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|
2017
Q2 | $738K | Buy |
|
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|
2017
Q1 | $716K | Buy |
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|
2016
Q4 | $711K | Sell |
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|
2016
Q3 | $935K | Sell |
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|
2016
Q2 | $1.76M | Buy |
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|
2016
Q1 | $1.07M | Buy |
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|
2015
Q4 | $983K | Buy |
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|
2015
Q3 | $955K | Buy |
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|
2015
Q2 | $1.02M | Buy |
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|
2015
Q1 | $993K | Buy |
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|
2014
Q4 | $872K | Buy |
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|
2014
Q3 | $279K | Buy |
|