Annis Gardner Whiting Capital Advisors’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
Q3
$341K Buy
2025
Q2
$66.8K Buy
2025
Q1
$62.1K Hold
2024
Q4
$41.2K Sell
2024
Q3
$116K Sell
2024
Q2
$123K Sell
2024
Q1
$193K Buy
2023
Q4
$167K Hold
2023
Q3
$148K Buy