Halpern Financial’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
Q3
$5.17K Hold
2024
Q2
$4.9K Hold
2024
Q1
$6.19K Hold
2023
Q4
$6.71K Hold
2023
Q3
$5.79K Hold
2023
Q2
$5.74K Hold
2023
Q1
$6.17K Hold
2022
Q4
$7.74K Hold
2022
Q3
$7.92K Hold
2022
Q2
$7.69K Hold
2022
Q1
$8.4K Hold
2021
Q4
$8.56K Sell
2021
Q3
$19.4K Hold
2021
Q2
$19.1K Hold
2021
Q1
$17.2K Buy
2020
Q4
$5.67K Hold
2020
Q3
$4.85K Hold
2020
Q2
$5.39K Hold
2020
Q1
$4.92K Hold
2019
Q4
$6.17K Buy