Smith & Howard 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
2023
Q1
Sell
2022
Q4
$224K Buy
2022
Q3
$220K Buy
2022
Q2
Sell
2022
Q1
$207K Sell
2021
Q4
$214K Buy
2014
Q1
Sell
2013
Q4
$7K Sell
2013
Q3
$96K Hold
2013
Q2
$97K Buy