Lion Street Advisors’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 | $812K | Buy |
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|
2025
Q2 | $577K | Buy |
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|
2025
Q1 | $566K | Sell |
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|
2024
Q4 | $376K | Buy |
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|
2024
Q3 | $445K | Sell |
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|
2024
Q2 | $428K | Sell |
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|
2024
Q1 | $591K | Hold |
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|
2023
Q4 | $591K | Sell |
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|
2023
Q3 | $609K | Sell |
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|
2023
Q2 | $812K | Buy |
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|
2023
Q1 | $621K | Buy |
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|
2022
Q4 | $715K | Sell |
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|
2022
Q3 | $774K | Buy |
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|
2022
Q2 | $714K | Sell |
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|
2022
Q1 | $817K | Hold |
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|
2021
Q4 | $834K | Buy |
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|
2021
Q3 | $675K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $9K | Buy |
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