KWM
CVS icon

Kolinsky Wealth Management’s CVS Health CVS Stock Holding History

Kolinsky Wealth Management’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,651
Closed -$211K – 157
2024
Q1 		$211K Sell
2,651
-664
-20% -$50.7K 0.16% 134
2023
Q4 		$262K Sell
3,315
-81
-2% -$5.76K 0.23% 112
2023
Q3 		$237K Buy
3,396
+267
+9% +$18.9K 0.24% 108
2023
Q2 		$215K Sell
3,129
-140
-4% -$9.96K 0.2% 122
2023
Q1 		$243K Sell
3,269
-529
-14% -$44.4K 0.26% 104
2022
Q4 		$354K Buy
3,798
+257
+7% +$24.8K 0.4% 59
2022
Q3 		$338K Buy
3,541
+38
+1% +$3.76K 0.42% 53
2022
Q2 		$325K Buy
3,503
+315
+10% +$30.7K 0.38% 59
2022
Q1 		$323K Sell
3,188
-231
-7% -$24.3K 0.32% 70
2021
Q4 		$353K Buy
+3,419
New +$316K 0.33% 76

Other funds holding CVS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return