NJIM
Nabity-Jensen Investment Management’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,147
| Closed | -$213K | – | 69 |
|
|
2025
Q1 | $213K | Buy |
+3,147
| New | +$213K | 0.17% | 65 |
|
|
2024
Q4 | – | Sell |
-4,181
| Closed | -$263K | – | 68 |
|
|
2024
Q3 | $263K | Sell |
4,181
-406
| -9% | -$25.5K | 0.2% | 63 |
|
|
2024
Q2 | $271K | Sell |
4,587
-404
| -8% | -$23.9K | 0.22% | 58 |
|
|
2024
Q1 | $398K | Hold |
4,991
| – | – | 0.33% | 49 |
|
|
2023
Q4 | $394K | Buy |
+4,991
| New | +$394K | 0.35% | 46 |
|