Advisornet Financial’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 | $231K | Sell |
3,348
-87
| -3% | -$6K | 0.01% | 532 |
|
|
2025
Q1 | $233K | Sell |
3,435
-964
| -22% | -$65.3K | 0.02% | 509 |
|
|
2024
Q4 | $197K | Sell |
4,399
-721
| -14% | -$32.4K | 0.02% | 516 |
|
|
2024
Q3 | $322K | Sell |
5,120
-1,538
| -23% | -$96.7K | 0.02% | 426 |
|
|
2024
Q2 | $393K | Sell |
6,658
-347
| -5% | -$20.5K | 0.04% | 351 |
|
|
2024
Q1 | $559K | Buy |
7,005
+1,642
| +31% | +$131K | 0.05% | 285 |
|
|
2023
Q4 | $423K | Sell |
5,363
-1,032
| -16% | -$81.5K | 0.04% | 347 |
|
|
2023
Q3 | $447K | Sell |
6,395
-1,398
| -18% | -$97.6K | 0.04% | 316 |
|
|
2023
Q2 | $539K | Sell |
7,793
-8,603
| -52% | -$595K | 0.05% | 293 |
|
|
2023
Q1 | $1.22M | Buy |
16,396
+176
| +1% | +$13.1K | 0.11% | 189 |
|
|
2022
Q4 | $1.51M | Sell |
16,220
-4
| -0% | -$373 | 0.15% | 155 |
|
|
2022
Q3 | $1.55M | Buy |
16,224
+541
| +3% | +$51.6K | 0.15% | 155 |
|
|
2022
Q2 | $1.45M | Buy |
15,683
+5,482
| +54% | +$508K | 0.14% | 164 |
|
|
2022
Q1 | $1.03M | Sell |
10,201
-1,768
| -15% | -$179K | 0.06% | 243 |
|
|
2021
Q4 | $1.24M | Sell |
11,969
-8,297
| -41% | -$856K | 0.08% | 226 |
|
|
2021
Q3 | $1.72M | Sell |
20,266
-9,251
| -31% | -$785K | 0.12% | 163 |
|
|
2021
Q2 | $2.46M | Buy |
29,517
+517
| +2% | +$43.1K | 0.16% | 132 |
|
|
2021
Q1 | $2.18M | Buy |
29,000
+270
| +0.9% | +$20.3K | 0.16% | 143 |
|
|
2020
Q4 | $1.96M | Buy |
28,730
+1,027
| +4% | +$70.1K | 0.16% | 138 |
|
|
2020
Q3 | $1.62M | Buy |
27,703
+4,287
| +18% | +$250K | 0.14% | 156 |
|
|
2020
Q2 | $1.52M | Buy |
23,416
+5,752
| +33% | +$374K | 0.12% | 163 |
|
|
2020
Q1 | $1.05M | Buy |
17,664
+2,761
| +19% | +$164K | 0.1% | 182 |
|
|
2019
Q4 | $1.11M | Sell |
14,903
-2,116
| -12% | -$157K | 0.09% | 199 |
|
|
2019
Q3 | $1.07M | Buy |
17,019
+4,471
| +36% | +$282K | 0.1% | 203 |
|
|
2019
Q2 | $684K | Buy |
12,548
+1,701
| +16% | +$92.7K | 0.08% | 259 |
|
|
2019
Q1 | $585K | Buy |
10,847
+6,070
| +127% | +$327K | 0.07% | 258 |
|
|
2018
Q4 | $313K | Sell |
4,777
-10,399
| -69% | -$681K | 0.04% | 327 |
|
|
2018
Q3 | $1.2M | Buy |
15,176
+337
| +2% | +$26.5K | 0.15% | 136 |
|
|
2018
Q2 | $955K | Sell |
14,839
-226
| -2% | -$14.5K | 0.13% | 148 |
|
|
2018
Q1 | $937K | Sell |
15,065
-1,631
| -10% | -$101K | 0.13% | 143 |
|
|
2017
Q4 | $1.21M | Buy |
+16,696
| New | +$1.21M | 0.18% | 110 |
|