Charles Carroll Financial Partners’s CVS Health CVS Stock Holding History

Charles Carroll Financial Partners’s Portfolio CVS Stock Details CVS Fund Activity

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