Crescent Grove 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
$435K Buy
2025
Q1
$425K Buy
2024
Q4
$268K Sell
2024
Q3
$406K Buy
2024
Q2
$358K Buy
2024
Q1
$340K Sell
2023
Q4
$386K Buy
2023
Q3
$262K Buy
2023
Q2
$226K Buy
2023
Q1
Sell
2022
Q4
$308K Buy
2022
Q3
$200K Buy
2022
Q2
Sell
2022
Q1
$363K Sell
2021
Q4
$428K Sell
2021
Q3
$673K Buy
2021
Q2
$363K Sell
2021
Q1
$365K Buy