Aprio 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 | $298K | Buy |
+4,318
| New | +$298K | 0.03% | 290 |
|
|
2024
Q2 | – | Sell |
-3,619
| Closed | -$289K | – | 263 |
|
|
2024
Q1 | $289K | Sell |
3,619
-325
| -8% | -$25.9K | 0.06% | 161 |
|
|
2023
Q4 | $311K | Buy |
3,944
+160
| +4% | +$12.6K | 0.07% | 131 |
|
|
2023
Q3 | $264K | Buy |
+3,784
| New | +$264K | 0.07% | 122 |
|