Lee, Danner & Bass’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
Q2 | $3.57M | Sell |
|
|||||
|
2025
Q1 | $3.75M | Sell |
|
|||||
|
2024
Q4 | $2.55M | Buy |
|
|||||
|
2024
Q3 | $3.55M | Sell |
|
|||||
|
2024
Q2 | $3.63M | Buy |
|
|||||
|
2023
Q4 | $8.09M | Sell |
|
|||||
|
2023
Q3 | $7.39M | Sell |
|
|||||
|
2023
Q2 | $7.43M | Buy |
|
|||||
|
2023
Q1 | $7.68M | Buy |
|
|||||
|
2022
Q4 | $8.87M | Buy |
|
|||||
|
2022
Q3 | $8.87M | Buy |
|
|||||
|
2022
Q2 | $8.52M | Sell |
|
|||||
|
2022
Q1 | $9.54M | Sell |
|
|||||
|
2021
Q4 | $9.85M | Sell |
|
|||||
|
2021
Q3 | $8.19M | Sell |
|
|||||
|
2021
Q2 | $8.23M | Buy |
|
|||||
|
2021
Q1 | $7.42M | Buy |
|
|||||
|
2020
Q4 | $6.64M | Buy |
|
|||||
|
2020
Q3 | $5.41M | Buy |
|
|||||
|
2020
Q2 | $6.02M | Buy |
|
|||||
|
2020
Q1 | $4.1M | Buy |
|
|||||
|
2019
Q4 | $4.56M | Buy |
|
|||||
|
2019
Q3 | $2.93M | Sell |
|
|||||
|
2019
Q2 | $2.62M | Sell |
|
|||||
|
2019
Q1 | $2.73M | Buy |
|
|||||
|
2018
Q4 | $2.95M | Buy |
|
|||||
|
2018
Q3 | $3.53M | Sell |
|
|||||
|
2018
Q2 | $3.04M | Buy |
|
|||||
|
2018
Q1 | $2.78M | Buy |
|
|||||
|
2017
Q4 | $2.88M | Sell |
|
|||||
|
2017
Q3 | $3.64M | Sell |
|
|||||
|
2017
Q2 | $3.84M | Buy |
|
|||||
|
2017
Q1 | $3.67M | Buy |
|
|||||
|
2016
Q4 | $3.51M | Sell |
|
|||||
|
2016
Q3 | $4.16M | Buy |
|
|||||
|
2016
Q2 | $3.41M | Buy |
|
|||||
|
2016
Q1 | $2.61M | Buy |
|
|||||
|
2015
Q4 | $2.42M | Buy |
|
|||||
|
2015
Q3 | $387K | Buy |
|
|||||
|
2015
Q2 | $337K | Hold |
|
|||||
|
2015
Q1 | $332K | Hold |
|
|||||
|
2014
Q4 | $310K | Buy |
|
|||||
|
2014
Q3 | $240K | Hold |
|
|||||
|
2014
Q2 | $227K | Buy |
|