Perennial Investment Advisors’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 | $208K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $213K | Sell |
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|
2023
Q3 | $202K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $277K | Sell |
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|
2022
Q4 | $398K | Buy |
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|
2022
Q3 | $350K | Buy |
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|
2022
Q2 | $320K | Buy |
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|
2022
Q1 | $347K | Sell |
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|
2021
Q4 | $440K | Sell |
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|
2021
Q3 | $376K | Buy |
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|
2021
Q2 | $306K | Buy |
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