Athena Investment Management’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 | $489K | Hold |
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|
2025
Q2 | $448K | Hold |
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|
2025
Q1 | $440K | Buy |
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|
2024
Q4 | $278K | Sell |
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|
2024
Q3 | $416K | Hold |
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|
2024
Q2 | $391K | Buy |
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|
2024
Q1 | $522K | Buy |
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|
2023
Q4 | $504K | Sell |
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|
2023
Q3 | $457K | Hold |
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|
2023
Q2 | $452K | Hold |
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|
2023
Q1 | $486K | Sell |
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|
2022
Q4 | $611K | Buy |
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|
2022
Q3 | $614K | Sell |
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|
2022
Q2 | $609K | Sell |
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|
2022
Q1 | $670K | Buy |
|