Summit Trail 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
Q3 | $3.75M | Buy |
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|
2025
Q2 | $2.61M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $539K | Sell |
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|
2024
Q2 | $843K | Buy |
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|
2024
Q1 | $855K | Buy |
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|
2023
Q4 | $662K | Sell |
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|
2023
Q3 | $594K | Sell |
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|
2023
Q2 | $597K | Buy |
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|
2023
Q1 | $393K | Buy |
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|
2022
Q4 | $378K | Sell |
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|
2022
Q3 | $474K | Buy |
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|
2022
Q2 | $355K | Buy |
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|
2022
Q1 | $331K | Sell |
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|
2021
Q4 | $358K | Sell |
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|
2021
Q3 | $354K | Buy |
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|
2021
Q2 | $310K | Buy |
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|
2021
Q1 | $276K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $194K | Buy |
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