True Wealth Design’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 | $80.8K | Buy |
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|
2025
Q2 | $28.8K | Sell |
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|
2025
Q1 | $73.5K | Buy |
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|
2024
Q4 | $2.03K | Sell |
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|
2024
Q3 | $61.5K | Sell |
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|
2024
Q2 | $179K | Buy |
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|
2024
Q1 | $229K | Buy |
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|
2023
Q4 | $225K | Buy |
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|
2023
Q3 | $196K | Hold |
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|
2023
Q2 | $194K | Sell |
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|
2023
Q1 | $246K | Buy |
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|
2022
Q4 | $48.3K | Buy |
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