Wealth Architects’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 | $217K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $340K | Buy |
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|
2023
Q4 | $329K | Buy |
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|
2023
Q3 | $291K | Buy |
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $284K | Buy |
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|
2022
Q4 | $349K | Sell |
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|
2022
Q3 | $369K | Sell |
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|
2022
Q2 | $387K | Sell |
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|
2022
Q1 | $450K | Buy |
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|
2021
Q4 | $452K | Sell |
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|
2021
Q3 | $372K | Sell |
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|
2021
Q2 | $370K | Sell |
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|
2021
Q1 | $363K | Buy |
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|
2020
Q4 | $325K | Buy |
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|
2020
Q3 | $276K | Buy |
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|
2020
Q2 | $269K | Sell |
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|
2020
Q1 | $247K | Buy |
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|
2019
Q4 | $309K | Buy |
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|
2019
Q3 | $255K | Sell |
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|
2019
Q2 | $220K | Sell |
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|
2019
Q1 | $255K | Buy |
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|
2018
Q4 | $272K | Sell |
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|
2018
Q3 | $359K | Buy |
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|
2018
Q2 | $212K | Sell |
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|
2018
Q1 | $217K | Sell |
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|
2017
Q4 | $254K | Sell |
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|
2017
Q3 | $287K | Buy |
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|
2017
Q2 | $281K | Hold |
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|
2017
Q1 | $275K | Hold |
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|
2016
Q4 | $276K | Hold |
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|
2016
Q3 | $311K | Hold |
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|
2016
Q2 | $335K | Sell |
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|
2016
Q1 | $368K | Buy |
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|
2015
Q4 | $344K | Sell |
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|
2015
Q3 | $339K | Sell |
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|
2015
Q2 | $372K | Buy |
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