HeadInvest LLC’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 | – | Sell |
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|
2025
Q1 | $996K | Sell |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $1.68M | Sell |
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|
2024
Q2 | $1.94M | Sell |
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|
2024
Q1 | $3.07M | Sell |
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|
2023
Q4 | $3.2M | Sell |
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|
2023
Q3 | $3.05M | Sell |
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|
2023
Q2 | $3.43M | Sell |
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|
2023
Q1 | $4.59M | Sell |
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|
2022
Q4 | $6M | Buy |
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|
2022
Q3 | $6.09M | Buy |
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|
2022
Q2 | $5.86M | Buy |
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|
2022
Q1 | $6.39M | Buy |
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|
2021
Q4 | $6.5M | Buy |
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|
2021
Q3 | $5.22M | Buy |
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|
2021
Q2 | $5.09M | Buy |
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|
2021
Q1 | $4.55M | Sell |
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|
2020
Q4 | $4.19M | Buy |
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|
2020
Q3 | $3.49M | Buy |
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|
2020
Q2 | $3.82M | Buy |
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|
2020
Q1 | $3.21M | Buy |
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|
2019
Q4 | $476K | Buy |
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|
2019
Q3 | $360K | Buy |
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|
2019
Q2 | $256K | Buy |
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|
2019
Q1 | $230K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $239K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $255K | Hold |
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|
2016
Q1 | $276K | Hold |
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|
2015
Q4 | $260K | Buy |
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|
2015
Q3 | $233K | Hold |
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|
2015
Q2 | $253K | Buy |
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|
2015
Q1 | $239K | Hold |
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|
2014
Q4 | $223K | Buy |
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