Sullivan, Bruyette, Speros & Blaney’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $551K | Buy |
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|
2020
Q4 | $386K | Sell |
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|
2020
Q3 | $392K | Sell |
|
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|
2020
Q2 | $503K | Buy |
|
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|
2020
Q1 | $395K | Sell |
|
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|
2019
Q4 | $502K | Buy |
|
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|
2019
Q3 | $409K | Buy |
|
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|
2019
Q2 | $353K | Buy |
|
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|
2019
Q1 | $337K | Sell |
|
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|
2018
Q4 | $417K | Buy |
|
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|
2018
Q3 | $406K | Buy |
|
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|
2018
Q2 | $326K | Buy |
|
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|
2018
Q1 | $315K | Buy |
|
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|
2017
Q4 | $360K | Sell |
|
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|
2017
Q3 | $430K | Sell |
|
|||||
|
2017
Q2 | $479K | Sell |
|
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|
2017
Q1 | $495K | Sell |
|
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|
2016
Q4 | $559K | Sell |
|
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|
2016
Q3 | $722K | Buy |
|
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|
2016
Q2 | $759K | Buy |
|