Wealthcare Advisory Partners’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 | $782K | Buy |
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|
2025
Q2 | $682K | Sell |
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|
2025
Q1 | $676K | Sell |
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|
2024
Q4 | $450K | Sell |
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|
2024
Q3 | $668K | Sell |
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|
2024
Q2 | $667K | Sell |
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|
2024
Q1 | $961K | Sell |
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|
2023
Q4 | $974K | Buy |
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|
2023
Q3 | $858K | Sell |
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|
2023
Q2 | $904K | Sell |
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|
2023
Q1 | $979K | Buy |
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | $719K | Buy |
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|
2022
Q2 | $671K | Sell |
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|
2022
Q1 | $736K | Sell |
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|
2021
Q4 | $854K | Buy |
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|
2021
Q3 | $632K | Buy |
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|
2021
Q2 | $600K | Sell |
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|
2021
Q1 | $547K | Buy |
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|
2020
Q4 | $359K | Buy |
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|
2020
Q3 | $298K | Buy |
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|
2020
Q2 | $330K | Buy |
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|
2020
Q1 | $220K | Buy |
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|
2019
Q4 | $263K | Buy |
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|
2019
Q3 | $203K | Sell |
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|
2019
Q2 | $179K | Buy |
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|
2019
Q1 | $156K | Buy |
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|
2018
Q4 | $121K | Buy |
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|
2018
Q3 | $132K | Sell |
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|
2018
Q2 | $173K | Buy |
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|
2018
Q1 | $81K | Sell |
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|
2017
Q4 | $99K | Buy |
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|
2017
Q3 | $105K | Buy |
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|
2017
Q2 | $24K | Hold |
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|
2017
Q1 | $24K | Hold |
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|
2016
Q4 | $24K | Buy |
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