Synergy Asset 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
$380K Buy
2025
Q1
Sell
2024
Q4
$11K Buy
2023
Q4
Sell
2023
Q3
$7.39M Sell
2023
Q2
$9.35M Buy
2023
Q1
Sell
2022
Q4
$237K Buy
2022
Q3
$234K Buy