Napatree Capital’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $622K | Sell |
9,179
-762
| -8% | -$51.6K | 0.35% | 76 |
|
|
2024
Q4 | $446K | Sell |
9,941
-1,556
| -14% | -$69.9K | 0.26% | 102 |
|
|
2024
Q3 | $723K | Sell |
11,497
-983
| -8% | -$61.8K | 0.5% | 63 |
|
|
2024
Q2 | $737K | Sell |
12,480
-2,742
| -18% | -$162K | 0.6% | 52 |
|
|
2024
Q1 | $1.03M | Sell |
15,222
-462
| -3% | -$31.3K | 1% | 30 |
|
|
2023
Q4 | $1.24M | Buy |
+15,684
| New | +$1.24M | 1.24% | 21 |
|