Cornell Pochily Investment Advisors’s CVS Health CVS Stock Holding History

Cornell Pochily Investment Advisors’s Portfolio CVS Stock Details CVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,242	Closed	-$259K	–	170
2024 Q1	$259K	Buy	3,242 +423	+15%	+$32.3K	0.1%	150
2023 Q4	$223K	Buy	+2,819	New	+$201K	0.09%	165
2023 Q1	–	Sell	-3,362	Closed	-$313K	–	168
2022 Q4	$313K	Buy	3,362 +1,072	+47%	+$103K	0.14%	135
2022 Q3	$218K	Buy	+2,290	New	+$227K	0.1%	154
2022 Q1	–	Sell	-1,940	Closed	-$200K	–	168
2021 Q4	$200K	Buy	+1,940	New	+$179K	0.08%	162

Other funds holding CVS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cornell Pochily Investment Advisors's CVS Position: Q2 2024 in Review

Cornell Pochily Investment Advisors sold out of CVS Health (CVS) in Q2 2024, closing a stake of 3,242 shares — an estimated $259K sold.

Cornell Pochily Investment Advisors first reported a position in CVS in Q4 2021 and held it in 5 quarters. The position peaked at $313K in Q4 2022. 1,910 funds tracked by Wall St. Rank hold CVS as of Q2 2024.

Cornell Pochily Investment Advisors reported no remaining CVS Health position as of Q2 2024 after selling out during the quarter.
Cornell Pochily Investment Advisors sold 3,242 CVS Health shares in Q2 2024, an estimated $259K.
Cornell Pochily Investment Advisors first reported a position in CVS Health in Q4 2021 and held it in 5 quarters.
Cornell Pochily Investment Advisors's CVS Health position peaked at $313K in Q4 2022.
1,910 funds tracked by Wall St. Rank held CVS Health as of Q2 2024.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.