Shufro Rose & Co’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
Q2 | $335K | Hold |
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|
2025
Q1 | $335K | Sell |
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|
2024
Q4 | $369K | Sell |
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|
2024
Q3 | $497K | Hold |
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|
2024
Q2 | $497K | Hold |
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|
2024
Q1 | $671K | Buy |
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|
2023
Q4 | $570K | Hold |
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|
2023
Q3 | $570K | Hold |
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|
2023
Q2 | $564K | Sell |
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|
2023
Q1 | $640K | Sell |
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|
2022
Q4 | $1.2M | Sell |
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|
2022
Q3 | $1.3M | Sell |
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|
2022
Q2 | $1.31M | Hold |
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|
2022
Q1 | $1.43M | Sell |
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|
2021
Q4 | $1.58M | Sell |
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|
2021
Q3 | $1.32M | Buy |
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $1.11M | Buy |
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|
2020
Q4 | $993K | Buy |
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|
2020
Q3 | $835K | Buy |
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|
2020
Q2 | $785K | Buy |
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|
2020
Q1 | $688K | Sell |
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|
2019
Q4 | $901K | Sell |
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|
2019
Q3 | $822K | Sell |
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|
2019
Q2 | $714K | Buy |
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|
2019
Q1 | $683K | Sell |
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|
2018
Q4 | $853K | Sell |
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|
2018
Q3 | $1.09M | Sell |
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|
2018
Q2 | $896K | Sell |
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|
2018
Q1 | $890K | Hold |
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|
2017
Q4 | $1.04M | Sell |
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|
2017
Q3 | $1.18M | Sell |
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|
2017
Q2 | $1.19M | Buy |
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|
2017
Q1 | $1.13M | Sell |
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|
2016
Q4 | $1.17M | Buy |
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|
2016
Q3 | $1.29M | Sell |
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|
2016
Q2 | $1.45M | Sell |
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|
2016
Q1 | $1.57M | Buy |
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|
2015
Q4 | $1.38M | Sell |
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|
2015
Q3 | $1.37M | Sell |
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|
2015
Q2 | $1.5M | Sell |
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|
2015
Q1 | $1.48M | Sell |
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|
2014
Q4 | $1.41M | Sell |
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|
2014
Q3 | $1.19M | Sell |
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|
2014
Q2 | $1.17M | Sell |
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|
2014
Q1 | $1.22M | Hold |
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|
2013
Q4 | $1.17M | Sell |
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|
2013
Q3 | $939K | Hold |
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|
2013
Q2 | $946K | Buy |
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