Morton Community Bank’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.89M Buy
41,968
+2,065
+5% +$142K 0.72% 79
2025
Q1
$2.7M Buy
39,903
+1,680
+4% +$114K 0.71% 83
2024
Q4
$1.72M Sell
38,223
-549
-1% -$24.6K 0.45% 91
2024
Q3
$2.44M Sell
38,772
-675
-2% -$42.4K 0.64% 87
2024
Q2
$2.33M Buy
39,447
+2,813
+8% +$166K 0.66% 86
2024
Q1
$2.92M Buy
36,634
+2,259
+7% +$180K 0.84% 72
2023
Q4
$2.71M Buy
+34,375
New +$2.71M 0.89% 60