Monte Financial Group’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$6.69M Sell
2022
Q3
$7.13M Sell
2022
Q2
$6.95M Buy
2022
Q1
$7.47M Sell
2021
Q4
$8.07M Sell
2021
Q3
$6.77M Buy
2021
Q2
$6.54M Buy
2021
Q1
$5.83M Buy
2020
Q4
$5.24M Sell
2020
Q3
$4.55M Sell
2020
Q2
$5.39M Buy
2020
Q1
$4.52M Sell
2019
Q4
$5.96M Buy
2019
Q3
$5.06M Buy
2019
Q2
$4.24M Buy
2019
Q1
$3.95M Buy
2018
Q4
$3.42M Buy
2018
Q3
$4.06M Buy
2018
Q2
$3.32M Sell
2018
Q1
$3.35M Buy
2017
Q4
$2.64M Buy