Jamison Private Wealth Management’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
Q4
Sell
2024
Q3
$1.77M Sell
2024
Q2
$1.78M Sell
2024
Q1
$2.51M Sell
2023
Q4
$2.58M Sell
2023
Q3
$2.42M Buy