True North 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 | $288K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $214K | Sell |
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|
2023
Q4 | $216K | Sell |
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|
2023
Q3 | $204K | Buy |
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|
2023
Q2 | $200K | Sell |
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|
2023
Q1 | $795K | Sell |
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|
2022
Q4 | $1.17M | Hold |
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|
2022
Q3 | $1.2M | Sell |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $1.01M | Sell |
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|
2021
Q2 | $1M | Buy |
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|
2021
Q1 | $900K | Buy |
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|
2020
Q4 | $612K | Buy |
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|
2020
Q3 | $523K | Sell |
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|
2020
Q2 | $608K | Buy |
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