Sage Mountain 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
Q2 | $654K | Buy |
|
|||||
|
2025
Q1 | $491K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $1.7M | Buy |
|
|||||
|
2024
Q2 | $1.42M | Sell |
|
|||||
|
2024
Q1 | $2.15M | Buy |
|
|||||
|
2023
Q4 | $2.1M | Sell |
|
|||||
|
2023
Q3 | $1.92M | Buy |
|
|||||
|
2023
Q2 | $1.88M | Buy |
|
|||||
|
2023
Q1 | $1.99M | Buy |
|
|||||
|
2022
Q4 | $469K | Sell |
|
|||||
|
2022
Q3 | $539K | Sell |
|
|||||
|
2022
Q2 | $561K | Sell |
|
|||||
|
2022
Q1 | $653K | Sell |
|
|||||
|
2021
Q4 | $701K | Buy |
|
|||||
|
2021
Q3 | $553K | Buy |
|
|||||
|
2021
Q2 | $534K | Buy |
|
|||||
|
2021
Q1 | $220K | Buy |
|