WealthBridge Investment Counsel’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $4.41M | Sell |
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|
2024
Q2 | $4.8M | Sell |
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|
2024
Q1 | $6.72M | Sell |
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|
2023
Q4 | $6.79M | Buy |
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|
2023
Q3 | $5.91M | Buy |
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|
2023
Q2 | $5.73M | Buy |
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|
2023
Q1 | $6.12M | Buy |
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|
2022
Q4 | $7.66M | Buy |
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|
2022
Q3 | $7.64M | Sell |
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|
2022
Q2 | $7.57M | Buy |
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|
2022
Q1 | $8.23M | Buy |
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|
2021
Q4 | $8.22M | Sell |
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|
2021
Q3 | $6.77M | Buy |
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|
2021
Q2 | $6.44M | Buy |
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|
2021
Q1 | $5.42M | Buy |
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|
2020
Q4 | $4.76M | Buy |
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|
2020
Q3 | $3.81M | Buy |
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|
2020
Q2 | $4.06M | Buy |
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|
2020
Q1 | $2.95M | Sell |
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|
2019
Q4 | $4.1M | Buy |
|