WR Wealth Planners’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.51K | Buy |
|
|||||
|
2024
Q3 | $7.61K | Hold |
|
|||||
|
2024
Q2 | $7.15K | Sell |
|
|||||
|
2024
Q1 | $12.8K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $36.9K | Sell |
|
|||||
|
2023
Q2 | $39.7K | Sell |
|
|||||
|
2023
Q1 | $142K | Buy |
|
|||||
|
2022
Q4 | $7.55K | Hold |
|
|||||
|
2022
Q3 | $7.72K | Hold |
|
|||||
|
2022
Q2 | $7.5K | Hold |
|
|||||
|
2022
Q1 | $8.2K | Buy |
|