Abound Wealth Management’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 | $13.4K | Hold |
194
| – | – | ﹤0.01% | 390 |
|
|
2025
Q1 | $13.2K | Sell |
194
-96
| -33% | -$6.52K | ﹤0.01% | 361 |
|
|
2024
Q4 | $13K | Sell |
290
-194
| -40% | -$8.72K | ﹤0.01% | 349 |
|
|
2024
Q3 | $30.5K | Buy |
484
+222
| +85% | +$14K | 0.01% | 228 |
|
|
2024
Q2 | $15.5K | Sell |
262
-3
| -1% | -$177 | 0.01% | 297 |
|
|
2024
Q1 | $21.2K | Sell |
265
-19
| -7% | -$1.52K | 0.01% | 238 |
|
|
2023
Q4 | $22.4K | Buy |
284
+58
| +26% | +$4.57K | 0.01% | 231 |
|
|
2023
Q3 | $15.8K | Buy |
226
+23
| +11% | +$1.61K | 0.01% | 250 |
|
|
2023
Q2 | $14.1K | Buy |
203
+27
| +15% | +$1.87K | 0.01% | 280 |
|
|
2023
Q1 | $13.1K | Buy |
176
+39
| +28% | +$2.9K | 0.01% | 254 |
|
|
2022
Q4 | $12.8K | Sell |
137
-81
| -37% | -$7.57K | 0.01% | 228 |
|
|
2022
Q3 | $20.8K | Buy |
+218
| New | +$20.8K | 0.01% | 180 |
|