Smith Salley 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 | $698K | Buy |
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|
2025
Q2 | $621K | Buy |
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|
2025
Q1 | $591K | Sell |
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|
2024
Q4 | $757K | Sell |
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|
2024
Q3 | $1.2M | Sell |
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|
2024
Q2 | $1.19M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $215K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $208K | Buy |
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|
2018
Q3 | $245K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $4.63M | Buy |
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|
2017
Q2 | $4.47M | Sell |
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|
2017
Q1 | $4.4M | Sell |
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|
2016
Q4 | $4.49M | Buy |
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|
2016
Q3 | $4.97M | Buy |
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|
2016
Q2 | $5.27M | Buy |
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|
2016
Q1 | $5.49M | Buy |
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|
2015
Q4 | $5.01M | Buy |
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|
2015
Q3 | $4.87M | Buy |
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|
2015
Q2 | $5.22M | Buy |
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|
2015
Q1 | $5.04M | Buy |
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|
2014
Q4 | $4.44M | Buy |
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|
2014
Q3 | $3.24M | Buy |
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|
2014
Q2 | $2.75M | Buy |
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|
2014
Q1 | $2.2M | Sell |
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|
2013
Q4 | $2.11M | Buy |
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|
2013
Q3 | $1.66M | Buy |
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|
2013
Q2 | $1.63M | Buy |
|