PIM
Plato Investment Management’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Buy |
40,742
+89
| +0.2% | +$6.12K | 0.21% | 109 |
|
|
2025
Q1 | $2.78M | Sell |
40,653
-1,381
| -3% | -$94.6K | 0.23% | 103 |
|
|
2024
Q4 | $1.89M | Buy |
42,034
+6,014
| +17% | +$271K | 0.14% | 161 |
|
|
2024
Q3 | $2.26M | Buy |
36,020
+1,383
| +4% | +$86.9K | 0.18% | 132 |
|
|
2024
Q2 | $2.05M | Sell |
34,637
-551
| -2% | -$32.5K | 0.19% | 123 |
|
|
2024
Q1 | $2.81M | Buy |
35,188
+31,192
| +781% | +$2.49M | 0.29% | 93 |
|
|
2023
Q4 | $316K | Buy |
+3,996
| New | +$316K | 0.39% | 63 |
|