McLean Asset 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
Sell
2025
Q2
$303K Sell
2025
Q1
$347K Buy
2023
Q1
Sell
2022
Q4
$244K Sell
2022
Q3
$233K Buy
2022
Q2
$245K Buy
2022
Q1
$263K Buy
2021
Q4
$267K Sell
2021
Q3
$224K Buy