Menlo 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
2024
Q3
Sell
2024
Q2
$4.69M Sell
2024
Q1
$6.58M Sell
2023
Q4
$6.69M Sell
2023
Q3
$5.96M Sell
2023
Q2
$6.11M Buy
2023
Q1
$5.03M Sell
2022
Q4
$6.35M Hold
2022
Q3
$6.5M Sell
2022
Q2
$6.42M Buy
2022
Q1
$6.98M Buy
2021
Q4
$6.99M Sell
2021
Q3
$5.95M Buy
2021
Q2
$5.36M Buy
2021
Q1
$4.52M Buy
2020
Q4
$3.42M Buy
2020
Q3
$1.47M Sell
2020
Q2
$3.27M Buy