Waterloo Capital’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
$625K Buy
2025
Q2
$501K Sell
2025
Q1
$547K Sell
2024
Q4
$397K Sell
2024
Q3
$571K Sell
2024
Q2
$2.45M Sell
2024
Q1
$3.36M Buy
2023
Q4
$2.52M Buy