The Family Firm’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $124K | Sell |
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|
2024
Q1 | $202K | Buy |
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|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $209K | Buy |
|
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|
2022
Q4 | $261K | Buy |
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|
2022
Q3 | $259K | Buy |
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $264K | Buy |
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|
2021
Q4 | $262K | Buy |
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|
2021
Q3 | $219K | Buy |
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|
2021
Q2 | $210K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $201K | Buy |
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|
2015
Q3 | – | Sell |
|
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|
2015
Q2 | $209K | Sell |
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|
2015
Q1 | $214K | Sell |
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|
2014
Q4 | $209K | Buy |
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