Westmount Partners’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Hold |
3,493
| – | – | 0.07% | 223 |
|
|
2025
Q1 | $237K | Buy |
+3,493
| New | +$237K | 0.07% | 213 |
|
|
2024
Q4 | – | Sell |
-3,361
| Closed | -$211K | – | 220 |
|
|
2024
Q3 | $211K | Sell |
3,361
-332
| -9% | -$20.9K | 0.06% | 210 |
|
|
2024
Q2 | $215K | Buy |
3,693
+29
| +0.8% | +$1.69K | 0.07% | 197 |
|
|
2024
Q1 | $292K | Hold |
3,664
| – | – | 0.11% | 164 |
|
|
2023
Q4 | $289K | Sell |
3,664
-40
| -1% | -$3.16K | 0.12% | 152 |
|
|
2023
Q3 | $259K | Sell |
3,704
-12
| -0.3% | -$838 | 0.11% | 158 |
|
|
2023
Q2 | $257K | Buy |
3,716
+40
| +1% | +$2.77K | 0.11% | 150 |
|
|
2023
Q1 | $273K | Buy |
3,676
+290
| +9% | +$21.6K | 0.13% | 144 |
|
|
2022
Q4 | $316K | Buy |
+3,386
| New | +$316K | 0.16% | 131 |
|