Richard W. Paul & Associates’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 | $1.15M | Sell |
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|
2025
Q2 | $1.1M | Sell |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $742K | Buy |
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|
2024
Q3 | $957K | Buy |
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|
2024
Q2 | $856K | Buy |
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|
2024
Q1 | $2.63K | Hold |
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|
2023
Q4 | $2.61K | Sell |
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|
2023
Q3 | $8.94K | Hold |
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|
2023
Q2 | $8.85K | Hold |
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|
2023
Q1 | $9.51K | Sell |
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|
2022
Q4 | $392K | Buy |
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