Van Hulzen Asset 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
Q2 | $297K | Sell |
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|
2025
Q1 | $305K | Sell |
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|
2024
Q4 | $208K | Sell |
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|
2024
Q3 | $361K | Sell |
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|
2024
Q2 | $368K | Buy |
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|
2024
Q1 | $449K | Buy |
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|
2023
Q4 | $444K | Sell |
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|
2023
Q3 | $397K | Sell |
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|
2023
Q2 | $435K | Sell |
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|
2023
Q1 | $638K | Buy |
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|
2022
Q4 | $776K | Buy |
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|
2022
Q3 | $790K | Sell |
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|
2022
Q2 | $790K | Buy |
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|
2022
Q1 | $859K | Buy |
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|
2021
Q4 | $834K | Buy |
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|
2021
Q3 | $576K | Hold |
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|
2021
Q2 | $566K | Sell |
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|
2021
Q1 | $552K | Hold |
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|
2020
Q4 | $501K | Sell |
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|
2020
Q3 | $522K | Hold |
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|
2020
Q2 | $581K | Sell |
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|
2020
Q1 | $674K | Sell |
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|
2019
Q4 | $983K | Sell |
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|
2019
Q3 | $10.2M | Buy |
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|
2019
Q2 | $8.66M | Buy |
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|
2019
Q1 | $7.8M | Buy |
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|
2018
Q4 | $939K | Buy |
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|
2018
Q3 | $213K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $500K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $518K | Sell |
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|
2016
Q3 | $592K | Buy |
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