Taylor Wealth Management Partners’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $5.83M | Sell |
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|
2022
Q1 | $6.82M | Buy |
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|
2021
Q4 | $6.63M | Buy |
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|
2021
Q3 | $5.19M | Sell |
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|
2021
Q2 | $5.13M | Sell |
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|
2021
Q1 | $4.85M | Sell |
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|
2020
Q4 | $4.85M | Sell |
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|
2020
Q3 | $4.64M | Sell |
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|
2020
Q2 | $5.46M | Sell |
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|
2020
Q1 | $5.09M | Sell |
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|
2019
Q4 | $8.45M | Buy |
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|
2019
Q3 | $6.67M | Sell |
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|
2019
Q2 | $5.92M | Sell |
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|
2019
Q1 | $5.88M | Sell |
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|
2018
Q4 | $7.46M | Buy |
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|
2018
Q3 | $4.81M | Buy |
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|
2018
Q2 | $3.79M | Sell |
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|
2018
Q1 | $3.69M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $16K | Sell |
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|
2016
Q3 | $31K | Hold |
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|
2016
Q2 | $34K | Hold |
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|
2016
Q1 | $36K | Hold |
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|
2015
Q4 | $34K | Hold |
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|
2015
Q3 | $34K | Hold |
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|
2015
Q2 | $37K | Buy |
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|
2015
Q1 | $21K | Buy |
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