Allegheny Financial Group’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,874
| Closed | -$227K | – | 209 |
|
|
2023
Q4 | $227K | Buy |
+2,874
| New | +$227K | 0.07% | 193 |
|
|
2023
Q1 | – | Sell |
-2,363
| Closed | -$220K | – | 166 |
|
|
2022
Q4 | $220K | Buy |
2,363
+58
| +3% | +$5.41K | 0.09% | 152 |
|
|
2022
Q3 | $219K | Sell |
2,305
-49
| -2% | -$4.66K | 0.1% | 139 |
|
|
2022
Q2 | $218K | Buy |
+2,354
| New | +$218K | 0.1% | 142 |
|