Leibman Financial Services’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,780
Closed -$301K 57
2024
Q3
$301K Sell
4,780
-1,344
-22% -$84.5K 0.21% 48
2024
Q2
$362K Sell
6,124
-517
-8% -$30.5K 0.27% 46
2024
Q1
$530K Sell
6,641
-314
-5% -$25K 0.41% 41
2023
Q4
$549K Buy
+6,955
New +$549K 0.46% 41