Institutional & Family Asset Management’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.91K | Sell |
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|
2024
Q1 | $27.6K | Buy |
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|
2023
Q4 | $12.2K | Hold |
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|
2023
Q3 | $10.8K | Sell |
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|
2023
Q2 | $25.3K | Sell |
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|
2023
Q1 | $27.9K | Hold |
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|
2022
Q4 | $35K | Buy |
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|
2022
Q3 | $33K | Sell |
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|
2022
Q2 | $32K | Hold |
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|
2022
Q1 | $35K | Buy |
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|
2021
Q4 | $34K | Sell |
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|
2021
Q3 | $71K | Hold |
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|
2021
Q2 | $69K | Hold |
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|
2021
Q1 | $63K | Hold |
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|
2020
Q4 | $57K | Buy |
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|
2020
Q3 | $22K | Sell |
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|
2020
Q2 | $29K | Sell |
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|
2020
Q1 | $27K | Buy |
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|
2019
Q4 | $28K | Hold |
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|
2019
Q3 | $24K | Buy |
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|
2019
Q2 | $11K | Hold |
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|
2019
Q1 | $11K | Hold |
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|
2018
Q4 | $13K | Buy |
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|
2018
Q3 | $12K | Sell |
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|
2018
Q2 | $536K | Sell |
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|
2018
Q1 | $534K | Sell |
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|
2017
Q4 | $629K | Sell |
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|
2017
Q3 | $708K | Buy |
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|
2017
Q2 | $669K | Sell |
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|
2017
Q1 | $655K | Hold |
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|
2016
Q4 | $658K | Sell |
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|
2016
Q3 | $748K | Sell |
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|
2016
Q2 | $815K | Buy |
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|
2016
Q1 | $822K | Hold |
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|
2015
Q4 | $822K | Buy |
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