Thomas Russo - Gardner Russo & Quinn
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $8,496,278,296
Holdings Activity Buys Sells    History
Holding/activity history for  CVS Health Corp. (CVS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2008   Q2 0 0.00 Sell 100.00% <0.01 SEC
2008   Q1 1,000 <0.01 Reduce 42.86% <0.01 $41.00 $41,000 SEC
2007   Q4 1,750 <0.01 Reduce 12.50% <0.01 $40.00 $70,000 SEC
2007   Q3 2,000 <0.01 $39.50 $79,000 SEC
2007   Q2 2,000 <0.01 $36.50 $73,000 SEC
2007   Q1 2,000 <0.01 $34.00 $68,000 SEC
2006   Q4 2,000 <0.01 $31.00 $62,000 SEC
2006   Q3 2,000 <0.01 $32.00 $64,000 SEC
2006   Q2 2,000 <0.01 Reduce 33.33% <0.01 $30.50 $61,000 SEC
2006   Q1 3,000 <0.01 Reduce 25.00% <0.01 $30.00 $90,000 SEC
2005   Q4 4,000 <0.01 $26.50 $106,000 SEC
2005   Q3 4,000 <0.01 Reduce 27.56% <0.01 $29.00 $116,000 SEC
2005   Q2 5,522 0.03 Add 93.01% 0.01 $29,070.08 $160,525,000 SEC
2005   Q1 2,861 0.01 $52,620.06 $150,546,000 SEC
2004   Q4 2,861 0.01 Buy 0.01 $45,069.91 $128,945,000 SEC
2004   Q2 0 0.00 Sell 100.00% <0.01 SEC
2004   Q1 350 <0.01 Buy <0.01 $35,300.00 $12,355,000 SEC
2001   Q2 0 0.00 Sell 100.00% <0.01 SEC
2001   Q1 75 <0.01 $58,493.33 $4,387,000 SEC
2000   Q4 75 <0.01 Buy <0.01 $59,933.33 $4,495,000 SEC
1999   Q4 0 0.00 Sell 100.00% 0.01 SEC
1999   Q3 1,700 0.01 $40,812.35 $69,381,000 SEC
1999   Q2 1,700 0.01 Reduce 13.62% <0.01 $50,750.00 $86,275,000 SEC
1999   Q1 1,968 0.01 $47.26 $93,000 SEC