Valmark Advisers’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
Q2 | $237K | Sell |
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|
2025
Q1 | $306K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $300K | Sell |
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|
2024
Q1 | $436K | Buy |
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|
2023
Q4 | $328K | Sell |
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|
2023
Q3 | $336K | Buy |
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|
2023
Q2 | $301K | Sell |
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|
2023
Q1 | $328K | Buy |
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|
2022
Q4 | $388K | Buy |
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|
2022
Q3 | $370K | Buy |
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|
2022
Q2 | $354K | Buy |
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|
2022
Q1 | $278K | Sell |
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|
2021
Q4 | $289K | Buy |
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|
2021
Q3 | $218K | Sell |
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|
2021
Q2 | $239K | Buy |
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|
2021
Q1 | $201K | Buy |
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