Regatta Capital Group’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
Q4
$206K Buy
2024
Q4
Sell
2024
Q3
$261K Sell
2024
Q2
$367K Sell
2024
Q1
$587K Buy
2023
Q4
$459K Buy
2023
Q3
$394K Buy
2023
Q2
$342K Buy
2023
Q1
$460K Hold
2022
Q4
$460K Buy
2022
Q3
$370K Hold
2022
Q2
$370K Buy
2022
Q1
$403K Buy
2021
Q4
$409K Buy