Zions Bancorporation’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
Q4
$222K Buy
4,944
+732
+17% +$41.1K 0.01% 311
2024
Q3
$265K Buy
4,212
+138
+3% +$8.05K 0.02% 304
2024
Q2
$241K Buy
4,074
+2,388
+142% +$149K 0.02% 307
2024
Q1
$134K Buy
1,686
+947
+128% +$72.3K 0.01% 344
2023
Q4
$58.4K Buy
739
+168
+29% +$12K ﹤0.01% 402
2023
Q3
$39.9K Sell
571
-10
-2% -$709 ﹤0.01% 416
2023
Q2
$40.2K Sell
581
-40
-6% -$2.85K ﹤0.01% 418
2023
Q1
$46.1K Sell
621
-251
-29% -$21K ﹤0.01% 429
2022
Q4
$81.3K Sell
872
-238
-21% -$23K 0.01% 383
2022
Q3
$106K Sell
1,110
-1,340
-55% -$133K 0.01% 344
2022
Q2
$227K Sell
2,450
-122
-5% -$11.9K 0.02% 301
2022
Q1
$260K Buy
2,572
+1,386
+117% +$146K 0.02% 299
2021
Q4
$122K Buy
1,186
+167
+16% +$15.4K 0.01% 355
2021
Q3
$87K Sell
1,019
-46
-4% -$3.85K 0.01% 388
2021
Q2
$89K Sell
1,065
-1,226
-54% -$100K 0.01% 364
2021
Q1
$172K Sell
2,291
-294
-11% -$21.4K 0.02% 292
2020
Q4
$177K Sell
2,585
-229
-8% -$14.9K 0.02% 273
2020
Q3
$164K Buy
2,814
+1,178
+72% +$73.3K 0.02% 248
2020
Q2
$107K Sell
1,636
-222
-12% -$14K 0.02% 269
2020
Q1
$110K Sell
1,858
-522
-22% -$34.8K 0.02% 256
2019
Q4
$176K Buy
2,380
+163
+7% +$11.4K 0.03% 248
2019
Q3
$140K Buy
2,217
+82
+4% +$4.86K 0.02% 295
2019
Q2
$116K Sell
2,135
-457
-18% -$24.6K 0.02% 289
2019
Q1
$140K Buy
+2,592
New +$160K 0.02% 267
2018
Q4
Sell
-3,028
Closed -$239K 569
2018
Q3
$239K Buy
+3,028
New +$216K 0.06% 153
2018
Q2
Sell
-2,917
Closed -$182K 500
2018
Q1
$182K Buy
+2,917
New +$209K 0.04% 144
2017
Q4
Sell
-5,782
Closed -$469K 699
2017
Q3
$469K Sell
5,782
-3,169
-35% -$251K 0.07% 158
2017
Q2
$720K Sell
8,951
-1,881
-17% -$149K 0.12% 90
2017
Q1
$852K Sell
10,832
-4,387
-29% -$350K 0.16% 65
2016
Q4
$1.2M Sell
15,219
-756
-5% -$61.2K 0.21% 66
2016
Q3
$1.41M Buy
15,975
+534
+3% +$50.4K 0.27% 53
2016
Q2
$1.49M Buy
15,441
+233
+2% +$23.2K 0.26% 53
2016
Q1
$1.54M Buy
15,208
+400
+3% +$38.9K 0.28% 52
2015
Q4
$1.38M Buy
14,808
+13,325
+899% +$1.31M 0.24% 56
2015
Q3
$146K Buy
1,483
+1,432
+2,808% +$151K 0.03% 116
2015
Q2
$5K Sell
51
-1,688
-97% -$172K ﹤0.01% 238
2015
Q1
$179K Buy
+1,739
New +$176K 0.03% 133

Other funds holding CVS

Zions Bancorporation's CVS Position: Q4 2024 in Review

Zions Bancorporation increased its CVS Health (CVS) stake by 17% in Q4 2024, buying an estimated $41.1K and bringing the position to 4,944 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #311.

Zions Bancorporation first reported a position in CVS in Q1 2015 and has held it in 37 quarters since. The position peaked at $1.54M in Q1 2016. 1,669 funds tracked by Wall St. Rank hold CVS as of Q4 2024.

  • Zions Bancorporation held 4,944 shares of CVS Health worth $222K as of Q4 2024.
  • Zions Bancorporation bought 732 CVS Health shares in Q4 2024, an estimated $41.1K.
  • CVS Health made up 0.01% of Zions Bancorporation's portfolio in Q4 2024, its #311 holding.
  • Zions Bancorporation first reported a position in CVS Health in Q1 2015 and has held it in 37 quarters since.
  • Zions Bancorporation's CVS Health position peaked at $1.54M in Q1 2016.
  • 1,669 funds tracked by Wall St. Rank held CVS Health as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.