LKIM
Lawson Kroeker Investment Management’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Sell |
7,224
-1,629
| -18% | -$112K | 0.09% | 76 |
|
|
2025
Q1 | $600K | Hold |
8,853
| – | – | 0.11% | 72 |
|
|
2024
Q4 | $397K | Hold |
8,853
| – | – | 0.07% | 81 |
|
|
2024
Q3 | $557K | Sell |
8,853
-1,377
| -13% | -$86.6K | 0.1% | 74 |
|
|
2024
Q2 | $604K | Hold |
10,230
| – | – | 0.12% | 73 |
|
|
2024
Q1 | $816K | Sell |
10,230
-300
| -3% | -$23.9K | 0.15% | 69 |
|
|
2023
Q4 | $831K | Hold |
10,530
| – | – | 0.17% | 68 |
|
|
2023
Q3 | $735K | Hold |
10,530
| – | – | 0.16% | 69 |
|
|
2023
Q2 | $728K | Hold |
10,530
| – | – | 0.17% | 64 |
|
|
2023
Q1 | $782K | Buy |
+10,530
| New | +$782K | 0.18% | 70 |
|
|
2013
Q3 | – | Sell |
-4,000
| Closed | -$229K | – | 77 |
|
|
2013
Q2 | $229K | Buy |
+4,000
| New | +$229K | 0.08% | 78 |
|