Shelton Capital Management’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 | $13.2M | Buy |
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|
2025
Q2 | $11.5M | Buy |
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|
2025
Q1 | $4.86M | Buy |
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|
2024
Q4 | $2.54M | Hold |
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|
2024
Q3 | $3.56M | Sell |
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|
2024
Q2 | $3.36M | Hold |
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|
2024
Q1 | $4.54M | Buy |
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|
2023
Q4 | $4.45M | Sell |
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|
2023
Q3 | $4.31M | Sell |
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|
2023
Q2 | $4.28M | Sell |
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|
2023
Q1 | $7.49M | Buy |
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|
2022
Q4 | $2.89M | Sell |
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|
2022
Q3 | $3.79M | Buy |
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|
2022
Q2 | $818K | Hold |
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|
2022
Q1 | $894K | Sell |
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|
2021
Q4 | $922K | Sell |
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|
2021
Q3 | $1.5M | Sell |
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|
2021
Q2 | $2.65M | Sell |
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|
2021
Q1 | $8.51M | Buy |
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|
2020
Q4 | $6.96M | Buy |
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|
2020
Q3 | $3.98M | Buy |
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|
2020
Q2 | $2.38M | Buy |
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|
2020
Q1 | $1.76M | Buy |
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|
2019
Q4 | $682K | Sell |
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|
2019
Q3 | $744K | Sell |
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|
2019
Q2 | $675K | Buy |
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|
2019
Q1 | $12K | Sell |
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|
2018
Q4 | $728K | Buy |
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|
2018
Q3 | $704K | Sell |
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|
2018
Q2 | $700K | Buy |
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|
2018
Q1 | $637K | Sell |
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|
2017
Q4 | $1.38M | Sell |
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|
2017
Q3 | $4.3M | Buy |
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|
2017
Q2 | $3.56M | Buy |
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|
2017
Q1 | $695K | Sell |
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|
2016
Q4 | $891K | Sell |
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|
2016
Q3 | $1.16M | Sell |
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|
2016
Q2 | $1.44M | Buy |
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|
2016
Q1 | $1.55M | Buy |
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|
2015
Q4 | $1.42M | Buy |
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|
2015
Q3 | $1.27M | Buy |
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|
2015
Q2 | $1.38M | Sell |
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|
2015
Q1 | $1.42M | Buy |
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|
2014
Q4 | $1.26M | Sell |
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|
2014
Q3 | $1.35M | Buy |
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|
2014
Q2 | $1.18M | Buy |
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|
2014
Q1 | $768K | Sell |
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|
2013
Q4 | $799K | Buy |
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|
2013
Q3 | $622K | Buy |
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|
2013
Q2 | $552K | Buy |
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