Spire 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 | $559K | Sell |
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|
2025
Q2 | $534K | Sell |
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|
2025
Q1 | $4.9M | Buy |
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|
2024
Q4 | $556K | Buy |
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|
2024
Q3 | $614K | Sell |
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|
2024
Q2 | $605K | Sell |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $1.24M | Sell |
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|
2023
Q3 | $1.21M | Sell |
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|
2023
Q2 | $1.28M | Sell |
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|
2023
Q1 | $1.53M | Buy |
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|
2022
Q4 | $1.56M | Buy |
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|
2022
Q3 | $1.46M | Sell |
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|
2022
Q2 | $2.58M | Sell |
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|
2022
Q1 | $3.71M | Sell |
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|
2021
Q4 | $3.85M | Buy |
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|
2021
Q3 | $2.75M | Buy |
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|
2021
Q2 | $2.44M | Sell |
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|
2021
Q1 | $2.25M | Buy |
|