Summit Place Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $2.99M | Buy |
|
|||||
|
2023
Q4 | $2.96M | Buy |
|
|||||
|
2023
Q3 | $2.44M | Sell |
|
|||||
|
2023
Q2 | $2.54M | Buy |
|
|||||
|
2023
Q1 | $1.96M | Buy |
|
|||||
|
2022
Q4 | $2.06M | Buy |
|
|||||
|
2022
Q3 | $1.81M | Buy |
|
|||||
|
2022
Q2 | $1.72M | Sell |
|
|||||
|
2022
Q1 | $1.89M | Sell |
|
|||||
|
2021
Q4 | $2.64M | Sell |
|
|||||
|
2021
Q3 | $2.19M | Buy |
|
|||||
|
2021
Q2 | $1.98M | Sell |
|
|||||
|
2021
Q1 | $1.88M | Sell |
|
|||||
|
2020
Q4 | $1.81M | Buy |
|
|||||
|
2020
Q3 | $1.49M | Sell |
|
|||||
|
2020
Q2 | $1.66M | Buy |
|
|||||
|
2020
Q1 | $1.31M | Buy |
|
|||||
|
2019
Q4 | $1.45M | Buy |
|