WFA of San Diego’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 | $86.4K | Buy |
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|
2024
Q3 | $161K | Sell |
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|
2024
Q2 | $192K | Buy |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $272K | Sell |
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|
2023
Q1 | $327K | Sell |
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|
2022
Q4 | $554K | Sell |
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|
2022
Q3 | $582K | Buy |
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|
2022
Q2 | $565K | Sell |
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|
2022
Q1 | $653K | Sell |
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|
2021
Q4 | $671K | Sell |
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|
2021
Q3 | $565K | Buy |
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|
2021
Q2 | $536K | Buy |
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|
2021
Q1 | $468K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $367K | Sell |
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|
2020
Q2 | $1.82M | Buy |
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