Westside Investment 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 | $3.35M | Sell |
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|
2025
Q1 | $3.35M | Buy |
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|
2024
Q4 | $2.2M | Sell |
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|
2024
Q3 | $4.04M | Buy |
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|
2024
Q2 | $3.66M | Buy |
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|
2024
Q1 | $4.82M | Sell |
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|
2023
Q4 | $4.93M | Sell |
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|
2023
Q3 | $4.48M | Buy |
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|
2023
Q2 | $4.36M | Buy |
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|
2023
Q1 | $4.31M | Buy |
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|
2022
Q4 | $553K | Sell |
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|
2022
Q3 | $567K | Sell |
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|
2022
Q2 | $597K | Sell |
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|
2022
Q1 | $602K | Sell |
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|
2021
Q4 | $680K | Sell |
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|
2021
Q3 | $670K | Sell |
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|
2021
Q2 | $865K | Sell |
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|
2021
Q1 | $636K | Buy |
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|
2020
Q4 | $577K | Buy |
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|
2020
Q3 | $464K | Buy |
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|
2020
Q2 | $314K | Sell |
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|
2020
Q1 | $95.2K | Buy |
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|
2019
Q2 | $28.7K | Buy |
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|
2018
Q4 | $491K | Buy |
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|
2018
Q3 | $564K | Buy |
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|
2018
Q2 | $395K | Buy |
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|
2018
Q1 | $326K | Buy |
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|
2017
Q4 | $356K | Sell |
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|
2017
Q3 | $368K | Buy |
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|
2017
Q2 | $190K | Hold |
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|
2017
Q1 | $187K | Buy |
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|
2016
Q4 | $76.2K | Buy |
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