Douglas Lane & Associates’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
Q3 | $42.5M | Sell |
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2025
Q2 | $40.9M | Sell |
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2025
Q1 | $47.6M | Buy |
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2024
Q4 | $31M | Sell |
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2024
Q3 | $72.5M | Sell |
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2024
Q2 | $68.6M | Buy |
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2024
Q1 | $86.5M | Buy |
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2023
Q4 | $84.3M | Buy |
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2023
Q3 | $72.3M | Buy |
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2023
Q2 | $63.3M | Buy |
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2023
Q1 | $58.7M | Buy |
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2022
Q4 | $72M | Buy |
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2022
Q3 | $71.6M | Buy |
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2022
Q2 | $68.1M | Buy |
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2022
Q1 | $73.7M | Buy |
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2021
Q4 | $72.4M | Buy |
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2021
Q3 | $56.4M | Buy |
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2021
Q2 | $50.5M | Buy |
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2021
Q1 | $44M | Buy |
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2020
Q4 | $37.2M | Buy |
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2020
Q3 | $30M | Buy |
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2020
Q2 | $28.9M | Buy |
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2020
Q1 | $21.3M | Buy |
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2019
Q4 | $6.72M | Buy |
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2019
Q3 | $265K | Buy |
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2019
Q2 | $215K | Buy |
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2019
Q1 | $209K | Sell |
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2018
Q4 | $257K | Buy |
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2018
Q3 | $252K | Buy |
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2017
Q4 | – | Sell |
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2017
Q3 | $230K | Sell |
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2017
Q2 | $253K | Sell |
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2017
Q1 | $252K | Sell |
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2016
Q4 | $327K | Sell |
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2016
Q3 | $495K | Sell |
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2016
Q2 | $906K | Sell |
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2016
Q1 | $992K | Buy |
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