SVB 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 | $1.42M | Sell |
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|
2025
Q2 | $1.36M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.77M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $3.39M | Sell |
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|
2024
Q1 | $5.43M | Sell |
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|
2023
Q4 | $5.67M | Sell |
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|
2023
Q3 | $5.54M | Sell |
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|
2023
Q2 | $5.98M | Sell |
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|
2023
Q1 | $7.44M | Sell |
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|
2022
Q4 | $10.2M | Sell |
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|
2022
Q3 | $10.8M | Buy |
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|
2022
Q2 | $9.56M | Sell |
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|
2022
Q1 | $10.7M | Buy |
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|
2021
Q4 | $10.8M | Sell |
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|
2021
Q3 | $8.88M | Sell |
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|
2021
Q2 | $8.94M | Sell |
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|
2021
Q1 | $8.25M | Sell |
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|
2020
Q4 | $7.51M | Sell |
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|
2020
Q3 | $6.61M | Sell |
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|
2020
Q2 | $11.7M | Buy |
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|
2020
Q1 | $9.96M | Sell |
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|
2019
Q4 | $12.7M | Sell |
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|
2019
Q3 | $11M | Buy |
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|
2019
Q2 | $7.91M | Buy |
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|
2019
Q1 | $6.86M | Sell |
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|
2018
Q4 | $10.3M | Sell |
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|
2018
Q3 | $12.9M | Sell |
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|
2018
Q2 | $10.7M | Sell |
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|
2018
Q1 | $12.1M | Buy |
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|
2017
Q4 | $13.7M | Sell |
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|
2017
Q3 | $17.4M | Sell |
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|
2017
Q2 | $18.3M | Sell |
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|
2017
Q1 | $18.3M | Sell |
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|
2016
Q4 | $18.9M | Sell |
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|
2016
Q3 | $26.7M | Sell |
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|
2016
Q2 | $29.4M | Sell |
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|
2016
Q1 | $37.4M | Sell |
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|
2015
Q4 | $35.4M | Sell |
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|
2015
Q3 | $36.1M | Sell |
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|
2015
Q2 | $40.5M | Sell |
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|
2015
Q1 | $39.8M | Buy |
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|
2014
Q4 | $36.5M | Buy |
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