Summit Global Investments’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
$447K Buy
2024
Q2
Sell
2024
Q1
$505K Sell
2023
Q4
$686K Sell
2023
Q3
$794K Buy
2023
Q2
$685K Buy
2023
Q1
$509K Buy
2022
Q4
$609K Buy
2022
Q3
$623K Buy
2022
Q2
$605K Sell
2022
Q1
$663K Sell
2021
Q4
$1.44M Buy
2021
Q3
$1.12M Sell
2021
Q2
$1.14M Sell
2021
Q1
$1.08M Buy
2020
Q4
$936K Buy
2020
Q3
$616K Buy
2020
Q2
$664K Sell
2020
Q1
$7.35M Buy