IEQ Capital’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
$22.7M Buy
2025
Q2
$12M Sell
2025
Q1
$14.1M Buy
2024
Q4
$1.22M Sell
2024
Q3
$2.22M Buy
2024
Q2
$1.8M Sell
2024
Q1
$3.98M Buy
2023
Q4
$3.69M Buy
2023
Q3
$2.75M Sell
2023
Q2
$2.85M Buy
2023
Q1
$2.48M Sell
2022
Q4
$3.65M Sell
2022
Q3
$3.98M Buy
2022
Q2
$2.37M Sell
2022
Q1
$3.82M Buy
2021
Q4
$3.52M Buy
2021
Q3
$2.74M Buy
2021
Q2
$2.37M Buy
2021
Q1
$1.75M Buy
2020
Q4
$875K Sell
2020
Q3
$2.08M Buy
2020
Q2
$1.85M Sell
2020
Q1
$1.88M Sell
2019
Q4
$2.96M Buy