St. Clair 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 | $454K | Buy |
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|
2025
Q2 | $414K | Hold |
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|
2025
Q1 | $407K | Hold |
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|
2024
Q4 | $269K | Sell |
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|
2024
Q3 | $852K | Hold |
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|
2024
Q2 | $800K | Hold |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $854K | Hold |
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|
2023
Q2 | $845K | Buy |
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|
2023
Q1 | $867K | Buy |
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|
2022
Q4 | $416K | Buy |
|