MidAtlantic Capital Management’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-827
| Closed | -$37.1K | – | 111 |
|
2024
Q4 | $37.1K | Buy |
827
+437
| +112% | +$19.6K | 0.03% | 149 |
|
2024
Q3 | $24.5K | Hold |
390
| – | – | 0.02% | 165 |
|
2024
Q2 | $23K | Sell |
390
-390
| -50% | -$23K | 0.02% | 159 |
|
2024
Q1 | $62.2K | Hold |
780
| – | – | 0.05% | 121 |
|
2023
Q4 | $61.6K | Buy |
+780
| New | +$61.6K | 0.06% | 115 |
|