Windsor Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $296K | Sell |
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|
2023
Q2 | $328K | Buy |
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|
2023
Q1 | $354K | Sell |
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|
2022
Q4 | $436K | Sell |
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|
2022
Q3 | $421K | Sell |
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|
2022
Q2 | $468K | Sell |
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|
2022
Q1 | $1.44M | Buy |
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|
2021
Q4 | $1.4M | Buy |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $930K | Buy |
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|
2021
Q1 | $823K | Buy |
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|
2020
Q4 | $654K | Buy |
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|
2020
Q3 | $515K | Buy |
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|
2020
Q2 | $468K | Buy |
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|
2020
Q1 | $295K | Buy |
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|
2019
Q4 | $346K | Sell |
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|
2019
Q3 | $593K | Buy |
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|
2019
Q2 | $514K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $205K | Buy |
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