TriaGen Wealth 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
2026
Q1
Sell
2025
Q4
$916K Hold
2025
Q3
$870K Sell
2025
Q2
$806K Buy
2025
Q1
$788K Buy
2022
Q2
Sell
2022
Q1
$835K Buy
2021
Q4
$284K Sell
2021
Q3
$316K Buy