Everett Harris & Co’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 | $655K | Sell |
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|
2025
Q2 | $615K | Sell |
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|
2025
Q1 | $672K | Sell |
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|
2024
Q4 | $497K | Sell |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.89M | Sell |
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|
2023
Q4 | $1.99M | Sell |
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|
2023
Q3 | $2.12M | Sell |
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|
2023
Q2 | $6.11M | Sell |
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|
2023
Q1 | $8.53M | Sell |
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|
2022
Q4 | $10.7M | Sell |
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|
2022
Q3 | $11.3M | Sell |
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|
2022
Q2 | $11.1M | Buy |
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|
2022
Q1 | $12.1M | Buy |
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|
2021
Q4 | $12M | Buy |
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|
2021
Q3 | $9.77M | Buy |
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|
2021
Q2 | $9.42M | Buy |
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|
2021
Q1 | $6.78M | Buy |
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|
2020
Q4 | $921K | Buy |
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|
2020
Q3 | $662K | Buy |
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|
2020
Q2 | $646K | Buy |
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