MONTZ HARCUS WEALTH MANAGEMENT LLC – CVS Health Corporation Transaction History
MONTZ HARCUS WEALTH MANAGEMENT LLC portfolio value:
$217,000
portfolio value
MONTZ HARCUS WEALTH MANAGEMENT LLC quarter portfolio value change:
+2.92%
quarter
CVS Health Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.81% | -42 shares | 2K | $95.37 | 2.27K |
| Q2 2022 | share | Increase | +0.39% | 9 shares | -18K | $92.66 | 2.31K |
| Q1 2022 | share | Increase | +4.96% | 109 shares | 6K | $101.21 | 2.30K |
| Q4 2021 | share | Increase | 0.00% | 2.19K shares | 227K | $103.68 | 2.19K |