Catalyst Financial Partners’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
$370K Buy
2025
Q2
$331K Buy
2025
Q1
$322K Buy
2024
Q4
Sell
2024
Q3
$277K Buy
2024
Q2
$240K Sell
2024
Q1
$371K Buy
2023
Q4
$410K Sell
2023
Q3
$407K Buy
2023
Q2
$336K Buy
2023
Q1
$292K Sell
2022
Q4
$422K Buy