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
2026
Q1
Sell
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