WBH Advisory’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 | $360K | Buy |
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|
2025
Q2 | $324K | Sell |
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|
2025
Q1 | $357K | Sell |
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|
2024
Q4 | $303K | Sell |
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|
2024
Q3 | $486K | Sell |
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|
2024
Q2 | $504K | Sell |
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|
2024
Q1 | $774K | Sell |
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|
2023
Q4 | $815K | Sell |
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|
2023
Q3 | $730K | Sell |
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|
2023
Q2 | $740K | Sell |
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|
2023
Q1 | $802K | Buy |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $944K | Sell |
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|
2021
Q2 | $926K | Buy |
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|
2021
Q1 | $840K | Sell |
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|
2020
Q4 | $886K | Sell |
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|
2020
Q3 | $711K | Sell |
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|
2020
Q2 | $810K | Sell |
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|
2020
Q1 | $755 | Sell |
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|
2019
Q4 | $984K | Sell |
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|
2019
Q3 | $962K | Sell |
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|
2019
Q2 | $843K | Sell |
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|
2019
Q1 | $943K | Sell |
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|
2018
Q4 | $1.28K | Buy |
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|
2018
Q3 | $1.46M | Sell |
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|
2018
Q2 | $1.24M | Sell |
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|
2018
Q1 | $1.23M | Buy |
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|
2017
Q4 | $1.43M | Sell |
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|
2017
Q3 | $1.72M | Sell |
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|
2017
Q2 | $1.76M | Sell |
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|
2017
Q1 | $1.91M | Buy |
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|
2016
Q4 | $1.75M | Sell |
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|
2016
Q3 | $2M | Buy |
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|
2016
Q2 | $2.15M | Sell |
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|
2016
Q1 | $2.41M | Buy |
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|
2015
Q4 | $2.12K | Sell |
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|
2015
Q3 | $2.13M | Buy |
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|
2015
Q2 | $2.3M | Sell |
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|
2015
Q1 | $2.29K | Sell |
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|
2014
Q4 | $2.37M | Buy |
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|
2014
Q3 | $1.94M | Sell |
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|
2014
Q2 | $1.86M | Sell |
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|
2014
Q1 | $1.84M | Sell |
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|
2013
Q4 | $1.82M | Buy |
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|
2013
Q3 | $1.44M | Buy |
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|
2013
Q2 | $1.43M | Buy |
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