WFA Asset Management’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
Q2
$98.3K Sell
2025
Q1
$156K Buy
2024
Q4
$59.4K Sell
2024
Q3
$102K Sell
2024
Q2
$98.3K Sell
2024
Q1
$156K Buy
2023
Q4
$121K Sell
2023
Q3
$192K Sell
2023
Q2
$197K Buy
2023
Q1
$210K Sell
2022
Q4
$297K Buy
2022
Q3
$303K Buy
2022
Q2
$292K Buy
2022
Q1
$318K Buy
2021
Q4
$296K Buy