West Branch Capital’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 | $48.3K | Hold |
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|
2025
Q2 | $44.1K | Buy |
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|
2025
Q1 | $36.6K | Hold |
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|
2024
Q4 | $24.2K | Sell |
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|
2024
Q3 | $34.5K | Buy |
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|
2024
Q2 | $31.9K | Sell |
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|
2024
Q1 | $48.7K | Sell |
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|
2023
Q4 | $79.8K | Buy |
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|
2023
Q3 | $63.2K | Sell |
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|
2023
Q2 | $70.9K | Hold |
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|
2023
Q1 | $76.2K | Hold |
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|
2022
Q4 | $95.5K | Hold |
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|
2022
Q3 | $98K | Sell |
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|
2022
Q2 | $96K | Buy |
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|
2022
Q1 | $104K | Buy |
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|
2021
Q4 | $99K | Sell |
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|
2021
Q3 | $100K | Hold |
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|
2021
Q2 | $98K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $409K | Buy |
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|
2019
Q4 | $505K | Sell |
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|
2019
Q3 | $755K | Buy |
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