Morningstar Investment Services’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
Q1 | $455K | Sell |
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|
2024
Q4 | $564K | Sell |
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|
2024
Q3 | $10M | Sell |
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|
2024
Q2 | $42.6M | Sell |
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|
2024
Q1 | $58.6M | Sell |
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|
2023
Q4 | $117M | Buy |
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|
2023
Q3 | $52.9M | Buy |
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|
2023
Q2 | $25.7M | Sell |
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|
2023
Q1 | $28.4M | Sell |
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|
2022
Q4 | $35.6M | Sell |
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|
2022
Q3 | $36.1M | Sell |
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|
2022
Q2 | $37.1M | Sell |
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|
2022
Q1 | $44.4M | Buy |
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|
2021
Q4 | $42.9M | Buy |
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|
2021
Q3 | $35M | Buy |
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|
2021
Q2 | $33.2M | Buy |
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|
2021
Q1 | $29.2M | Buy |
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|
2020
Q4 | $20.8M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $460K | Sell |
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|
2016
Q4 | $481K | Buy |
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