Transform 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $8.07M | Sell |
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|
2022
Q4 | $10.1M | Sell |
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|
2022
Q3 | $10.5M | Buy |
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|
2022
Q2 | $9.92M | Buy |
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|
2022
Q1 | $10.7M | Buy |
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|
2021
Q4 | $10.7M | Buy |
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|
2021
Q3 | $8.49M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.03M | Buy |
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|
2017
Q3 | $1.07M | Buy |
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|
2017
Q2 | $1.01M | Sell |
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|
2017
Q1 | $989K | Sell |
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|
2016
Q4 | $2.06M | Buy |
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|
2016
Q3 | $1.93M | Buy |
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|
2016
Q2 | $1.86M | Buy |
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