Westover Capital 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
Q1 | – | Sell |
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|
2023
Q4 | $396K | Sell |
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|
2023
Q3 | $503K | Sell |
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|
2023
Q2 | $791K | Sell |
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|
2023
Q1 | $3.12M | Buy |
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|
2022
Q4 | $3.82M | Sell |
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|
2022
Q3 | $4.04M | Buy |
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|
2022
Q2 | $3.77M | Sell |
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|
2022
Q1 | $4.21M | Sell |
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|
2021
Q4 | $4.51M | Sell |
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|
2021
Q3 | $3.94M | Buy |
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|
2021
Q2 | $3.85M | Sell |
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|
2021
Q1 | $3.53M | Buy |
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|
2020
Q4 | $2.2M | Sell |
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|
2020
Q3 | $1.9M | Buy |
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|
2020
Q2 | $2.03M | Sell |
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|
2020
Q1 | $1.88M | Buy |
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|
2019
Q4 | $1.35M | Buy |
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|
2019
Q3 | $962K | Buy |
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|
2019
Q2 | $514K | Buy |
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|
2019
Q1 | $359K | Sell |
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|
2018
Q4 | $491K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $385K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2.37M | Buy |
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|
2016
Q1 | $1.96M | Buy |
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|
2015
Q4 | $1.78M | Buy |
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|
2015
Q3 | $1.52M | Buy |
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|
2015
Q2 | $671K | Sell |
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|
2015
Q1 | $674K | Buy |
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|
2014
Q4 | $621K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $213K | Sell |
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|
2013
Q4 | $234K | Buy |
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