Orion 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
Sell
2025
Q2
$69K Hold
2025
Q1
$67.8K Sell
2024
Q4
$53.9K Buy
2024
Q3
Sell
2024
Q2
$70.9K Sell
2024
Q1
$287K Sell
2023
Q4
$432K Sell
2023
Q3
$434K Sell
2023
Q2
$543K Hold
2023
Q1
$584K Hold
2022
Q4
$732K Buy
2022
Q3
$726K Hold
2022
Q2
$705K Buy
2022
Q1
$720K Hold
2021
Q4
$734K Hold
2021
Q3
$604K Hold
2021
Q2
$594K Hold
2021
Q1
$535K Hold
2020
Q4
$486K Buy