Beese Fulmer Investment Management’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 | $314K | Sell |
|
|||||
|
2025
Q2 | $288K | Buy |
|
|||||
|
2025
Q1 | $276K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $248K | Sell |
|
|||||
|
2024
Q2 | $285K | Sell |
|
|||||
|
2024
Q1 | $453K | Sell |
|
|||||
|
2023
Q4 | $8.97M | Sell |
|
|||||
|
2023
Q3 | $8.53M | Sell |
|
|||||
|
2023
Q2 | $9.15M | Sell |
|
|||||
|
2023
Q1 | $9.87M | Buy |
|
|||||
|
2022
Q4 | $12M | Buy |
|
|||||
|
2022
Q3 | $11.8M | Buy |
|
|||||
|
2022
Q2 | $11.4M | Buy |
|
|||||
|
2022
Q1 | $12.4M | Buy |
|
|||||
|
2021
Q4 | $12.4M | Buy |
|
|||||
|
2021
Q3 | $9.93M | Buy |
|
|||||
|
2021
Q2 | $9.67M | Buy |
|
|||||
|
2021
Q1 | $8.44M | Buy |
|
|||||
|
2020
Q4 | $7.46M | Sell |
|
|||||
|
2020
Q3 | $6.4M | Buy |
|
|||||
|
2020
Q2 | $7.02M | Buy |
|
|||||
|
2020
Q1 | $5.96M | Buy |
|
|||||
|
2019
Q4 | $7.14M | Buy |
|
|||||
|
2019
Q3 | $5.69M | Buy |
|
|||||
|
2019
Q2 | $4.71M | Buy |
|
|||||
|
2019
Q1 | $4.54M | Buy |
|
|||||
|
2018
Q4 | $524K | Buy |
|