Patrick M. Sweeney & Associates’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Sell |
34,793
-545
| -2% | -$36.7K | 1.61% | 13 |
|
|
2025
Q1 | $2.39M | Sell |
35,338
-272
| -0.8% | -$18.4K | 1.79% | 12 |
|
|
2024
Q4 | $1.6M | Sell |
35,610
-31,111
| -47% | -$1.4M | 1.2% | 17 |
|
|
2024
Q3 | $4.2M | Sell |
66,721
-1,282
| -2% | -$80.6K | 3.08% | 8 |
|
|
2024
Q2 | $4.02M | Sell |
68,003
-210
| -0.3% | -$12.4K | 3.25% | 8 |
|
|
2024
Q1 | $5.44M | Buy |
68,213
+199
| +0.3% | +$15.9K | 4.47% | 4 |
|
|
2023
Q4 | $5.37M | Buy |
+68,014
| New | +$5.37M | 4.91% | 3 |
|