WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $37.8K | Sell |
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|
2023
Q1 | $68.7K | Sell |
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|
2022
Q4 | $243K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $254K | Sell |
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|
2020
Q3 | $295K | Sell |
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|
2020
Q2 | $299K | Buy |
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|
2020
Q1 | $288K | Sell |
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|
2019
Q4 | $374K | Buy |
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|
2019
Q3 | $297K | Buy |
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|
2019
Q2 | $238K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $269K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $4.8M | Sell |
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|
2017
Q2 | $4.77M | Buy |
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|
2017
Q1 | $244K | Buy |
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|
2016
Q3 | $3.56M | Sell |
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|
2016
Q2 | $3.77M | Buy |
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|
2015
Q4 | $279K | Buy |
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|
2015
Q2 | $106K | Buy |
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|
2015
Q1 | $81K | Buy |
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