Walled Lake Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $3.87M | Buy |
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|
2022
Q2 | $3.69M | Buy |
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|
2022
Q1 | $3.96M | Sell |
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|
2021
Q4 | $6.36M | Sell |
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|
2021
Q3 | $5.45M | Buy |
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|
2021
Q2 | $5.33M | Sell |
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|
2021
Q1 | $4.8M | Sell |
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|
2020
Q4 | $4.42M | Sell |
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|
2020
Q3 | $3.81M | Sell |
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|
2020
Q2 | $4.26M | Sell |
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|
2020
Q1 | $3.93M | Sell |
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|
2019
Q4 | $5M | Buy |
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