Cedar Brook 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
2024
Q2
Sell
2024
Q1
$356K Sell
2023
Q4
$364K Buy
2023
Q3
$220K Sell
2023
Q2
$289K Sell
2023
Q1
$314K Sell
2022
Q4
$397K Buy
2022
Q3
$391K Buy
2022
Q2
$343K Sell
2022
Q1
$390K Buy
2021
Q4
$376K Buy
2021
Q3
Sell
2021
Q2
$242K Buy