Realta Investment Advisors’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 | $236K | Hold |
|
|||||
|
2025
Q2 | $216K | Buy |
|
|||||
|
2025
Q1 | $208K | Sell |
|
|||||
|
2024
Q4 | $193K | Sell |
|
|||||
|
2024
Q3 | $303K | Sell |
|
|||||
|
2024
Q2 | $396K | Sell |
|
|||||
|
2024
Q1 | $714K | Sell |
|
|||||
|
2023
Q4 | $729K | Sell |
|
|||||
|
2023
Q3 | $695K | Hold |
|
|||||
|
2023
Q2 | $695K | Buy |
|
|||||
|
2023
Q1 | $675K | Buy |
|
|||||
|
2022
Q4 | $789K | Buy |
|
|||||
|
2022
Q3 | $768K | Buy |
|
|||||
|
2022
Q2 | $362K | Buy |
|
|||||
|
2022
Q1 | $383K | Sell |
|
|||||
|
2021
Q4 | $555K | Buy |
|
|||||
|
2021
Q3 | $443K | Buy |
|
|||||
|
2021
Q2 | $381K | Sell |
|
|||||
|
2021
Q1 | $375K | Buy |
|
|||||
|
2020
Q4 | $338K | Buy |
|
|||||
|
2020
Q3 | $271K | Sell |
|
|||||
|
2020
Q2 | $993K | Buy |
|
|||||
|
2020
Q1 | $775K | Buy |
|
|||||
|
2019
Q4 | $399K | Sell |
|
|||||
|
2019
Q3 | $353K | Buy |
|
|||||
|
2019
Q2 | $245K | Sell |
|
|||||
|
2019
Q1 | $242K | Buy |
|