BROADWATER CAPITAL MANAGEMENT LLC’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
$845K Hold
2025
Q2
$9.96K Hold
2025
Q1
$759K Hold
2024
Q4
$503K Sell
2024
Q3
$1.05M Hold
2024
Q2
$991K Hold
2024
Q1
$1.34M Sell
2023
Q4
$1.79M Buy