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 |
|