Baron Wealth Management’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,900
| Closed | -$391K | – | 191 |
|
|
2024
Q1 | $391K | Buy |
4,900
+322
| +7% | +$25.7K | 0.21% | 82 |
|
|
2023
Q4 | $361K | Buy |
4,578
+1,410
| +45% | +$111K | 0.2% | 78 |
|
|
2023
Q3 | $221K | Buy |
3,168
+172
| +6% | +$12K | 0.14% | 123 |
|
|
2023
Q2 | $207K | Buy |
+2,996
| New | +$207K | 0.13% | 133 |
|
|
2023
Q1 | – | Sell |
-2,482
| Closed | -$231K | – | 139 |
|
|
2022
Q4 | $231K | Buy |
+2,482
| New | +$231K | 0.18% | 111 |
|