3IP
3Chopt Investment Partners’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,342
| Closed | -$501K | – | 90 |
|
|
2023
Q4 | $501K | Buy |
+6,342
| New | +$501K | 0.18% | 104 |
|
|
2023
Q3 | – | Sell |
-8,484
| Closed | -$586K | – | 77 |
|
|
2023
Q2 | $586K | Sell |
8,484
-28,196
| -77% | -$1.95M | 0.29% | 81 |
|
|
2023
Q1 | $2.73M | Sell |
36,680
-1,807
| -5% | -$134K | 1.45% | 14 |
|
|
2022
Q4 | $3.59M | Buy |
+38,487
| New | +$3.59M | 1.96% | 10 |
|