Aviso Financial’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
$1.11M Buy
16,073
+1,263
+9% +$87.1K 0.05% 146
2025
Q1
$1M Buy
14,810
+706
+5% +$47.8K 0.05% 149
2024
Q4
$633K Buy
14,104
+4,862
+53% +$218K 0.03% 188
2024
Q3
$581K Buy
9,242
+2,068
+29% +$130K 0.03% 194
2024
Q2
$424K Buy
+7,174
New +$424K 0.02% 193