Stamos Capital Partners’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 | $3.97M | Buy |
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|
2025
Q1 | $3.45M | Sell |
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|
2024
Q4 | $4.32M | Buy |
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|
2024
Q3 | $5.49M | Sell |
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|
2024
Q2 | $7.1M | Buy |
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|
2024
Q1 | $4.14M | Buy |
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|
2023
Q4 | $3.37M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $997K | Buy |
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|
2022
Q3 | $491K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.52M | Buy |
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|
2020
Q2 | $1.17M | Sell |
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|
2020
Q1 | $1.58M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $247K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.57M | Buy |
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