Arkadios Wealth Advisors’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 | $2.91M | Buy |
42,258
+1,351
| +3% | +$93.2K | 0.09% | 251 |
|
|
2025
Q1 | $2.77M | Buy |
40,907
+10,300
| +34% | +$698K | 0.1% | 223 |
|
|
2024
Q4 | $1.37M | Sell |
30,607
-10,158
| -25% | -$456K | 0.07% | 267 |
|
|
2024
Q3 | $2.56M | Sell |
40,765
-11,165
| -22% | -$702K | 0.15% | 147 |
|
|
2024
Q2 | $3.07M | Buy |
51,930
+6,510
| +14% | +$384K | 0.21% | 100 |
|
|
2024
Q1 | $3.62M | Buy |
45,420
+3,945
| +10% | +$315K | 0.28% | 84 |
|
|
2023
Q4 | $3.27M | Sell |
41,475
-3,981
| -9% | -$314K | 0.28% | 87 |
|
|
2023
Q3 | $3.17M | Buy |
45,456
+3,164
| +7% | +$221K | 0.3% | 81 |
|
|
2023
Q2 | $2.92M | Sell |
42,292
-3,106
| -7% | -$215K | 0.34% | 70 |
|
|
2023
Q1 | $3.37M | Buy |
45,398
+3,248
| +8% | +$241K | 0.4% | 65 |
|
|
2022
Q4 | $3.93M | Buy |
42,150
+1,526
| +4% | +$142K | 0.52% | 47 |
|
|
2022
Q3 | $3.87M | Buy |
40,624
+5,300
| +15% | +$505K | 0.59% | 37 |
|
|
2022
Q2 | $3.27M | Buy |
35,324
+3,032
| +9% | +$281K | 0.49% | 48 |
|
|
2022
Q1 | $3.27M | Buy |
32,292
+2,745
| +9% | +$278K | 0.43% | 55 |
|
|
2021
Q4 | $3.05M | Buy |
29,547
+248
| +0.8% | +$25.6K | 0.4% | 61 |
|
|
2021
Q3 | $2.49M | Sell |
29,299
-801
| -3% | -$68K | 0.36% | 70 |
|
|
2021
Q2 | $2.51M | Buy |
30,100
+14,229
| +90% | +$1.19M | 0.31% | 85 |
|
|
2021
Q1 | $1.19M | Buy |
15,871
+3,199
| +25% | +$241K | 0.2% | 129 |
|
|
2020
Q4 | $865K | Buy |
12,672
+8,671
| +217% | +$592K | 0.18% | 125 |
|
|
2020
Q3 | $238K | Buy |
4,001
+757
| +23% | +$45.1K | 0.12% | 157 |
|
|
2020
Q2 | $207K | Buy |
3,244
+242
| +8% | +$15.4K | 0.11% | 153 |
|
|
2020
Q1 | $178K | Buy |
3,002
+1,119
| +59% | +$66.4K | 0.11% | 157 |
|
|
2019
Q4 | $136K | Buy |
+1,883
| New | +$136K | 0.08% | 195 |
|