TrinityPoint 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $307K | Sell |
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|
2024
Q3 | $4.15M | Sell |
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|
2024
Q2 | $4.1M | Buy |
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|
2024
Q1 | $4.17M | Sell |
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|
2023
Q4 | $8.66M | Sell |
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|
2023
Q3 | $7.7M | Buy |
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|
2023
Q2 | $7.57M | Buy |
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|
2023
Q1 | $7.74M | Buy |
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|
2022
Q4 | $8.01M | Buy |
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|
2022
Q3 | $8.17M | Buy |
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|
2022
Q2 | $7.83M | Sell |
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|
2022
Q1 | $8.65M | Sell |
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|
2021
Q4 | $12.3M | Sell |
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|
2021
Q3 | $10.2M | Sell |
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|
2021
Q2 | $10M | Buy |
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|
2021
Q1 | $9.01M | Buy |
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|
2020
Q4 | $8.88M | Buy |
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|
2020
Q3 | $5.7M | Buy |
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|
2020
Q2 | $6.22M | Sell |
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|
2020
Q1 | $5.77M | Buy |
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|
2019
Q4 | $5.32M | Sell |
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|
2019
Q3 | $4.89M | Buy |
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|
2019
Q2 | $2.87M | Buy |
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