Cape Investment Advisory’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $154K | Buy |
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|
2025
Q3 | $94.1K | Sell |
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|
2025
Q2 | $90.1K | Buy |
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|
2025
Q1 | $87.2K | Buy |
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|
2024
Q4 | $57.2K | Buy |
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|
2024
Q3 | $51.7K | Sell |
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|
2024
Q2 | $494K | Buy |
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|
2024
Q1 | $643K | Buy |
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|
2023
Q4 | $633K | Buy |
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|
2023
Q3 | $542K | Buy |
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|
2023
Q2 | $264K | Buy |
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|
2023
Q1 | $283K | Buy |
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