Abner Herrman & Brock’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,117
| Closed | -$799K | – | 92 |
|
|
2023
Q4 | $799K | Buy |
+10,117
| New | +$799K | 0.11% | 59 |
|
|
2016
Q4 | – | Sell |
-2,884
| Closed | -$257K | – | 121 |
|
|
2016
Q3 | $257K | Buy |
2,884
+27
| +0.9% | +$2.41K | 0.06% | 106 |
|
|
2016
Q2 | $277K | Buy |
2,857
+130
| +5% | +$12.6K | 0.06% | 95 |
|
|
2016
Q1 | $283K | Buy |
+2,727
| New | +$283K | 0.07% | 87 |
|