Neumann Capital 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 | $2.79M | Hold |
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|
2025
Q2 | $2.55M | Hold |
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|
2025
Q1 | $2.5M | Hold |
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|
2024
Q4 | $1.66M | Sell |
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|
2024
Q3 | $2.57M | Sell |
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|
2024
Q2 | $2.59M | Sell |
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|
2024
Q1 | $3.56M | Buy |
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|
2023
Q4 | $3.37M | Buy |
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|
2023
Q3 | $2.88M | Sell |
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|
2023
Q2 | $2.89M | Sell |
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|
2023
Q1 | $3.15M | Hold |
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|
2022
Q4 | $3.96M | Buy |
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|
2022
Q3 | $4.01M | Sell |
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|
2022
Q2 | $3.93M | Buy |
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|
2022
Q1 | $4.26M | Sell |
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|
2021
Q4 | $4.38M | Sell |
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|
2021
Q3 | $3.63M | Hold |
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|
2021
Q2 | $3.57M | Sell |
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|
2021
Q1 | $3.27M | Buy |
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|
2020
Q4 | $2.94M | Sell |
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|
2020
Q3 | $2.53M | Buy |
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|
2020
Q2 | $2.7M | Sell |
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|
2020
Q1 | $2.48M | Sell |
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|
2019
Q4 | $3.21M | Sell |
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|
2019
Q3 | $2.79M | Buy |
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|
2019
Q2 | $2.35M | Sell |
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|
2019
Q1 | $2.36M | Sell |
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|
2018
Q4 | $3M | Sell |
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|
2018
Q3 | $3.95M | Sell |
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|
2018
Q2 | $3.32M | Sell |
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|
2018
Q1 | $3.32M | Sell |
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|
2017
Q4 | $3.88M | Sell |
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|
2017
Q3 | $4.66M | Hold |
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|
2017
Q2 | $4.61M | Buy |
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|
2017
Q1 | $4.31M | Sell |
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|
2016
Q4 | $4.4M | Buy |
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|
2016
Q3 | $4.78M | Buy |
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|
2016
Q2 | $5.1M | Sell |
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|
2016
Q1 | $5.63M | Hold |
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|
2015
Q4 | $5.31M | Buy |
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|
2015
Q3 | $5.16M | Sell |
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|
2015
Q2 | $5.68M | Buy |
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|
2015
Q1 | $5.31M | Hold |
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|
2014
Q4 | $4.95M | Buy |
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