MTM 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 | $719K | Hold |
|
|||||
|
2025
Q2 | $658K | Hold |
|
|||||
|
2025
Q1 | $649K | Hold |
|
|||||
|
2024
Q4 | $428K | Sell |
|
|||||
|
2024
Q3 | $636K | Sell |
|
|||||
|
2024
Q2 | $615K | Sell |
|
|||||
|
2024
Q1 | $833K | Sell |
|
|||||
|
2023
Q4 | $836K | Hold |
|
|||||
|
2023
Q3 | $739K | Hold |
|
|||||
|
2023
Q2 | $732K | Buy |
|
|||||
|
2023
Q1 | $787K | Sell |
|
|||||
|
2022
Q4 | $1.08M | Buy |
|
|||||
|
2022
Q3 | $1.1M | Sell |
|
|||||
|
2022
Q2 | $1.1M | Buy |
|