Masso Torrence Wealth Management’s CVS Health CVS Stock Holding History

Masso Torrence 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	-2,906	Closed	-$232K	–	95
2024 Q1	$232K	Buy	+2,906	New	+$222K	0.14%	85
2023 Q1	–	Sell	-2,303	Closed	-$215K	–	93
2022 Q4	$215K	Sell	2,303 -227	-9%	-$21.9K	0.17%	84
2022 Q3	$241K	Buy	+2,530	New	+$250K	0.21%	72
2022 Q1	–	Sell	-613	Closed	-$63K	–	136
2021 Q4	$63K	Buy	+613	New	+$56.6K	0.04%	135

Other funds holding CVS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Masso Torrence Wealth Management's CVS Position: Q2 2024 in Review

Masso Torrence Wealth Management sold out of CVS Health (CVS) in Q2 2024, closing a stake of 2,906 shares — an estimated $232K sold.

Masso Torrence Wealth Management first reported a position in CVS in Q4 2021 and held it in 4 quarters. The position peaked at $241K in Q3 2022. 1,910 funds tracked by Wall St. Rank hold CVS as of Q2 2024.

Masso Torrence Wealth Management reported no remaining CVS Health position as of Q2 2024 after selling out during the quarter.
Masso Torrence Wealth Management sold 2,906 CVS Health shares in Q2 2024, an estimated $232K.
Masso Torrence Wealth Management first reported a position in CVS Health in Q4 2021 and held it in 4 quarters.
Masso Torrence Wealth Management's CVS Health position peaked at $241K in Q3 2022.
1,910 funds tracked by Wall St. Rank held CVS Health as of Q2 2024.

Based on Masso Torrence Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.