White Lighthouse 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $431K | Hold |
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|
2023
Q4 | $426K | Hold |
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|
2023
Q3 | $377K | Hold |
|
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|
2023
Q2 | $373K | Hold |
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|
2023
Q1 | $401K | Hold |
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|
2022
Q4 | $503K | Hold |
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|
2022
Q3 | $515K | Hold |
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|
2022
Q2 | $500K | Sell |
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|
2022
Q1 | $547K | Sell |
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|
2021
Q4 | $578K | Buy |
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|
2021
Q3 | $476K | Sell |
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|
2021
Q2 | $493K | Buy |
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|
2021
Q1 | $427K | Buy |
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|
2020
Q4 | $383K | Hold |
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|
2020
Q3 | $327K | Hold |
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|
2020
Q2 | $364K | Buy |
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