Essex Financial Services’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 | $1.31M | Sell |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $922K | Sell |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $1.78M | Buy |
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|
2024
Q1 | $2.28M | Sell |
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|
2023
Q4 | $2.37M | Sell |
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|
2023
Q3 | $2.29M | Sell |
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|
2023
Q2 | $2.5M | Sell |
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|
2023
Q1 | $2.77M | Sell |
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|
2022
Q4 | $3.62M | Buy |
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|
2022
Q3 | $3.61M | Sell |
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|
2022
Q2 | $3.59M | Buy |
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|
2022
Q1 | $3.85M | Buy |
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|
2021
Q4 | $3.82M | Sell |
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|
2021
Q3 | $3.3M | Buy |
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|
2021
Q2 | $2.23M | Hold |
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|
2021
Q1 | $2.23M | Sell |
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|
2020
Q4 | $2.22M | Buy |
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|
2020
Q3 | $1.89M | Buy |
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|
2020
Q2 | $1.98M | Sell |
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|
2020
Q1 | $1.91M | Sell |
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|
2019
Q4 | $2.49M | Buy |
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|
2019
Q3 | $1.96M | Sell |
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|
2019
Q2 | $1.75M | Sell |
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|
2019
Q1 | $1.78M | Sell |
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|
2018
Q4 | $2.29M | Buy |
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|
2018
Q3 | $2.03M | Buy |
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|
2018
Q2 | $1.42M | Buy |
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|
2018
Q1 | $1.07M | Sell |
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|
2017
Q4 | $1.33M | Sell |
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|
2017
Q3 | $1.65M | Sell |
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|
2017
Q2 | $1.66M | Sell |
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|
2017
Q1 | $2.02M | Sell |
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|
2016
Q4 | $2.16M | Sell |
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|
2016
Q3 | $2.88M | Sell |
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|
2016
Q2 | $3.34M | Sell |
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|
2016
Q1 | $3.73M | Sell |
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|
2015
Q4 | $3.63M | Sell |
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|
2015
Q3 | $3.61M | Buy |
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|
2015
Q2 | $3.53M | Buy |
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|
2015
Q1 | $3.42M | Sell |
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|
2014
Q4 | $3.27M | Buy |
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|
2014
Q3 | $2.06M | Buy |
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|
2014
Q2 | $1.48M | Buy |
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|
2014
Q1 | $1.45M | Buy |
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|
2013
Q4 | $1.35M | Buy |
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|
2013
Q3 | $959 | Sell |
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|
2013
Q2 | $1.04M | Buy |
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