Venturi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $34.7K | Buy |
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|
2024
Q3 | $41.3K | Buy |
|
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|
2024
Q2 | $37.9K | Sell |
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|
2024
Q1 | $62.8K | Buy |
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|
2023
Q4 | $59.7K | Buy |
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|
2023
Q3 | $37K | Sell |
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|
2023
Q2 | $6.99M | Buy |
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|
2023
Q1 | $7.02M | Buy |
|
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|
2022
Q4 | $8.45M | Sell |
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|
2022
Q3 | $9.11M | Sell |
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|
2022
Q2 | $9.14M | Sell |
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|
2022
Q1 | $10.1M | Sell |
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|
2021
Q4 | $11.9M | Buy |
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|
2021
Q3 | $9.75M | Sell |
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|
2021
Q2 | $9.6M | Buy |
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|
2021
Q1 | $8.64M | Buy |
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|
2020
Q4 | $7.65M | Sell |
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|
2020
Q3 | $6.59M | Buy |
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|
2020
Q2 | $6.88M | Buy |
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|
2020
Q1 | $330K | Sell |
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|
2019
Q4 | $841K | Sell |
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|
2019
Q3 | $735K | Sell |
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|
2019
Q2 | $1.09M | Sell |
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|
2019
Q1 | $7.52M | Buy |
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|
2018
Q4 | $7.22M | Buy |
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|
2018
Q3 | $8.66M | Buy |
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|
2018
Q2 | $7.36M | Buy |
|