Lorne Steinberg 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.21M | Sell |
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|
2025
Q2 | $7.57M | Sell |
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|
2025
Q1 | $7.46M | Buy |
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|
2024
Q4 | $4.78M | Sell |
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|
2024
Q3 | $6.73M | Buy |
|
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|
2024
Q2 | $5.83M | Buy |
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|
2024
Q1 | $7.8M | Buy |
|
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|
2023
Q4 | $7.69M | Sell |
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|
2023
Q3 | $6.81M | Sell |
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|
2023
Q2 | $6.76M | Buy |
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|
2023
Q1 | $5.61M | Buy |
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|
2022
Q4 | $6.97M | Buy |
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|
2022
Q3 | $7.08M | Buy |
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|
2022
Q2 | $6.87M | Buy |
|
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|
2022
Q1 | $7.46M | Sell |
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|
2021
Q4 | $7.65M | Sell |
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|
2021
Q3 | $6.33M | Buy |
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|
2021
Q2 | $6.09M | Buy |
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|
2021
Q1 | $5.38M | Buy |
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|
2020
Q4 | $4.42M | Buy |
|