CIA
Concurrent Investment Advisors’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
16,193
+2,771
| +21% | +$191K | 0.02% | 565 |
|
|
2025
Q1 | $909K | Sell |
13,422
-33,826
| -72% | -$2.29M | 0.02% | 566 |
|
|
2024
Q4 | $2.12M | Sell |
47,248
-13,563
| -22% | -$609K | 0.06% | 309 |
|
|
2024
Q3 | $3.82M | Sell |
60,811
-1,075
| -2% | -$67.6K | 0.11% | 186 |
|
|
2024
Q2 | $3.66M | Buy |
61,886
+43,518
| +237% | +$2.57M | 0.12% | 175 |
|
|
2024
Q1 | $1.46M | Buy |
18,368
+296
| +2% | +$23.6K | 0.06% | 298 |
|
|
2023
Q4 | $1.43M | Buy |
+18,072
| New | +$1.43M | 0.07% | 278 |
|