Herold Advisors’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 | $762K | Sell |
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|
2025
Q2 | $757K | Sell |
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|
2025
Q1 | $792K | Sell |
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|
2024
Q4 | $556K | Sell |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $1.4M | Buy |
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|
2024
Q1 | $1.89M | Sell |
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|
2023
Q4 | $1.89M | Buy |
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|
2023
Q3 | $1.65M | Sell |
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|
2023
Q2 | $2.05M | Buy |
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|
2023
Q1 | $1.97M | Buy |
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|
2022
Q4 | $2.21M | Sell |
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|
2022
Q3 | $2.9M | Sell |
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|
2022
Q2 | $2.84M | Buy |
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|
2022
Q1 | $3.04M | Buy |
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|
2021
Q4 | $1.2M | Sell |
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|
2021
Q3 | $1.02M | Buy |
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