Charles Carroll 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
2023
Q4
$218K Sell
2023
Q3
$312K Buy
2023
Q2
$273K Buy
2022
Q2
Sell
2022
Q1
$202K Hold
2021
Q4
$206K Buy