Morningstar Investment Management’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 | $278K | Sell |
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|
2025
Q2 | $449K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $267K | Sell |
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|
2024
Q3 | $548K | Sell |
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|
2024
Q2 | $944K | Hold |
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|
2024
Q1 | $1.27M | Hold |
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|
2023
Q4 | $1.26M | Sell |
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|
2023
Q3 | $1.17M | Buy |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $305K | Buy |
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|
2022
Q4 | $306K | Buy |
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