Kovitz Investment Group’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
$33.5M Sell
2015
Q3
$33.9M Sell
2015
Q2
$37.7M Sell
2015
Q1
$39M Sell
2014
Q4
$50.5M Sell
2014
Q3
$60.5M Sell
2014
Q2
$57.7M Sell
2014
Q1
$64.1M Sell
2013
Q4
$83.3M Sell
2013
Q3
$68M Buy
2013
Q2
$66.6M Buy