Klingman & 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 | $260K | Buy |
|
|||||
|
2025
Q2 | $219K | Sell |
|
|||||
|
2025
Q1 | $224K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $239K | Sell |
|
|||||
|
2024
Q2 | $296K | Sell |
|
|||||
|
2024
Q1 | $419K | Buy |
|
|||||
|
2023
Q4 | $413K | Buy |
|
|||||
|
2023
Q3 | $359K | Buy |
|
|||||
|
2023
Q2 | $224K | Buy |
|
|||||
|
2023
Q1 | $220K | Sell |
|
|||||
|
2022
Q4 | $314K | Buy |
|
|||||
|
2022
Q3 | $290K | Buy |
|
|||||
|
2022
Q2 | $274K | Sell |
|
|||||
|
2022
Q1 | $705K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $145K | Buy |
|
|||||
|
2016
Q2 | $122K | Hold |
|
|||||
|
2016
Q1 | $132K | Hold |
|
|||||
|
2015
Q4 | $125K | Hold |
|
|||||
|
2015
Q3 | $123K | Hold |
|
|||||
|
2015
Q2 | $134K | Sell |
|
|||||
|
2015
Q1 | $152K | Hold |
|
|||||
|
2014
Q4 | $142K | Buy |
|