Avion Wealth’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 | $26K | Buy |
380
+189
| +99% | +$12.9K | 0.01% | 275 |
|
|
2025
Q1 | $8K | Hold |
191
| – | – | ﹤0.01% | 433 |
|
|
2024
Q4 | $8K | Buy |
191
+22
| +13% | +$921 | ﹤0.01% | 432 |
|
|
2024
Q3 | $10K | Buy |
169
+21
| +14% | +$1.24K | ﹤0.01% | 365 |
|
|
2024
Q2 | $8K | Sell |
148
-64
| -30% | -$3.46K | ﹤0.01% | 368 |
|
|
2024
Q1 | $17K | Buy |
212
+32
| +18% | +$2.57K | ﹤0.01% | 238 |
|
|
2023
Q4 | $14K | Sell |
180
-10
| -5% | -$778 | ﹤0.01% | 242 |
|
|
2023
Q3 | $12K | Buy |
190
+36
| +23% | +$2.27K | ﹤0.01% | 249 |
|
|
2023
Q2 | $10K | Buy |
154
+126
| +450% | +$8.18K | ﹤0.01% | 285 |
|
|
2023
Q1 | $2K | Buy |
28
+13
| +87% | +$929 | ﹤0.01% | 373 |
|
|
2022
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 407 |
|
|
2022
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 432 |
|
|
2022
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 431 |
|