SteelPeak Wealth’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 | $9.26M | Sell |
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|
2025
Q2 | $8.57M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.96M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.48M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $482K | Sell |
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|
2021
Q4 | $1.49M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $272K | Buy |
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|
2020
Q4 | $232K | Sell |
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|
2020
Q3 | $363K | Sell |
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|
2020
Q2 | $1.19M | Buy |
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|
2020
Q1 | $1.03M | Sell |
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|
2019
Q4 | $1.85M | Buy |
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