J.M. Forbes & 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
2023
Q4
Sell
2023
Q3
$214K Buy
2017
Q1
Sell
2016
Q4
$3.92M Sell
2016
Q3
$4.54M Sell
2016
Q2
$4.93M Buy
2016
Q1
$335K Hold
2015
Q4
$316K Sell
2015
Q3
$315K Sell
2015
Q2
$371K Hold
2015
Q1
$365K Hold
2014
Q4
$359K Hold
2014
Q3
$281K Hold
2014
Q2
$266K Hold
2014
Q1
$264K Hold
2013
Q4
$253K Hold
2013
Q3
$200K Sell
2013
Q2
$225K Buy