LAM

Lummis Asset Management’s CVS Health CVS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$52.4K	Hold	800	–	–	0.03%	81
2025 Q1	$53.4K	Buy	+800	New	+$53.4K	0.04%	82
2024 Q1	–	Sell	-800	Closed	-$63.2K	–	164
2023 Q4	$63.2K	Buy	+800	New	+$63.2K	0.05%	79