Simon Quick 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 | – | Sell |
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|
2025
Q1 | $543K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $261K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $275K | Buy |
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|
2023
Q4 | $225K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $119K | Sell |
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|
2021
Q4 | $207K | Buy |
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|
2021
Q3 | $126K | Sell |
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|
2021
Q2 | $141K | Sell |
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|
2021
Q1 | $154K | Sell |
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|
2020
Q4 | $172K | Sell |
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|
2020
Q3 | $157K | Sell |
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|
2020
Q2 | $222K | Sell |
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|
2020
Q1 | $211K | Sell |
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|
2019
Q4 | $284K | Buy |
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|
2019
Q3 | $132K | Buy |
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|
2019
Q2 | $21.7K | Sell |
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|
2019
Q1 | $142K | Sell |
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|
2018
Q4 | $224K | Buy |
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|
2018
Q3 | $128K | Buy |
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|
2018
Q2 | $90K | Sell |
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|
2018
Q1 | $116K | Buy |
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|
2017
Q4 | $93K | Buy |
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|
2017
Q3 | $94K | Buy |
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|
2017
Q2 | $8K | Hold |
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|
2017
Q1 | $8K | Sell |
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|
2016
Q4 | $84K | Buy |
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