Gratus Capital’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$352K Buy
5,956
+1,833
+44% +$108K 0.01% 286
2024
Q1
$329K Sell
4,123
-5,430
-57% -$433K 0.02% 259
2023
Q4
$754K Buy
9,553
+5,191
+119% +$410K 0.04% 155
2023
Q3
$305K Buy
+4,362
New +$305K 0.02% 202