Atria Wealth Solutions’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 | $1.75M | Sell |
25,384
-29,858
| -54% | -$2.06M | 0.04% | 459 |
|
|
2025
Q1 | $3.74M | Sell |
55,242
-6,918
| -11% | -$469K | 0.05% | 424 |
|
|
2024
Q4 | $2.79M | Buy |
62,160
+23,849
| +62% | +$1.07M | 0.03% | 526 |
|
|
2024
Q3 | $2.41M | Sell |
38,311
-14,425
| -27% | -$907K | 0.03% | 562 |
|
|
2024
Q2 | $3.11M | Sell |
52,736
-13,442
| -20% | -$794K | 0.03% | 476 |
|
|
2024
Q1 | $5.28M | Sell |
66,178
-5,177
| -7% | -$413K | 0.06% | 323 |
|
|
2023
Q4 | $5.63M | Sell |
71,355
-2,960
| -4% | -$234K | 0.07% | 278 |
|
|
2023
Q3 | $5.19M | Buy |
74,315
+176
| +0.2% | +$12.3K | 0.07% | 281 |
|
|
2023
Q2 | $5.13M | Sell |
74,139
-3,036
| -4% | -$210K | 0.07% | 280 |
|
|
2023
Q1 | $5.73M | Sell |
77,175
-3,955
| -5% | -$294K | 0.08% | 236 |
|
|
2022
Q4 | $7.56M | Sell |
81,130
-1,665
| -2% | -$155K | 0.12% | 181 |
|
|
2022
Q3 | $7.9M | Buy |
82,795
+48,142
| +139% | +$4.59M | 0.14% | 155 |
|
|
2022
Q2 | $3.21M | Sell |
34,653
-30,000
| -46% | -$2.78M | 0.06% | 314 |
|
|
2022
Q1 | $6.54M | Buy |
+64,653
| New | +$6.54M | 0.11% | 202 |
|