Wealth Effects’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 | $449K | Buy |
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|
2025
Q2 | $304K | Sell |
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|
2025
Q1 | $338K | Sell |
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|
2024
Q4 | $277K | Sell |
|
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|
2024
Q3 | $446K | Sell |
|
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|
2024
Q2 | $440K | Sell |
|
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|
2024
Q1 | $1.43M | Sell |
|
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|
2023
Q4 | $1.46M | Sell |
|
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $1.32M | Buy |
|
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|
2023
Q1 | $1.39M | Buy |
|
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|
2022
Q4 | $1.63M | Sell |
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|
2022
Q3 | $1.99M | Sell |
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|
2022
Q2 | $1.94M | Buy |
|
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|
2022
Q1 | $2.1M | Sell |
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|
2021
Q4 | $2.18M | Buy |
|