Barrett & Company’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 | $419K | Buy |
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|
2025
Q2 | $383K | Buy |
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|
2025
Q1 | $376K | Sell |
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|
2024
Q4 | $255K | Sell |
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|
2024
Q3 | $388K | Sell |
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|
2024
Q2 | $383K | Sell |
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|
2024
Q1 | $750K | Buy |
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|
2023
Q4 | $741K | Sell |
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|
2023
Q3 | $673K | Sell |
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|
2023
Q2 | $807K | Buy |
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|
2023
Q1 | $845K | Buy |
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|
2022
Q4 | $1.03M | Hold |
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|
2022
Q3 | $1.03M | Buy |
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