Atlas Capital 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
Q2 | $1.39M | Buy |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $48.5K | Sell |
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|
2024
Q3 | $106K | Hold |
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|
2024
Q2 | $99.3K | Sell |
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|
2024
Q1 | $407K | Buy |
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|
2023
Q4 | $335K | Sell |
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|
2023
Q3 | $307K | Hold |
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|
2023
Q2 | $304K | Sell |
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|
2023
Q1 | $403K | Sell |
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|
2022
Q4 | $1.35M | Buy |
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|
2022
Q3 | $1.35M | Buy |
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|
2022
Q2 | $724K | Sell |
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|
2022
Q1 | $1.39M | Buy |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $886K | Buy |
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|
2021
Q2 | $853K | Buy |
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|
2021
Q1 | $434K | Buy |
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|
2020
Q4 | $364K | Sell |
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|
2020
Q3 | $328K | Sell |
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|
2020
Q2 | $547K | Sell |
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|
2020
Q1 | $560K | Sell |
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|
2019
Q4 | $712K | Buy |
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|
2019
Q3 | $112K | Sell |
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|
2019
Q2 | $176K | Sell |
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|
2019
Q1 | $190K | Sell |
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|
2018
Q4 | $1.36M | Buy |
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|
2018
Q3 | $21.4K | Hold |
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|
2018
Q2 | $18.2K | Sell |
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|
2018
Q1 | $117K | Buy |
|