BCGM 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 | $1.88M | Buy |
27,263
+668
| +3% | +$46.1K | 0.53% | 53 |
|
|
2025
Q1 | $1.8M | Buy |
26,595
+3,194
| +14% | +$216K | 0.55% | 53 |
|
|
2024
Q4 | $1.05M | Buy |
23,401
+148
| +0.6% | +$6.64K | 0.33% | 69 |
|
|
2024
Q3 | $1.46M | Buy |
23,253
+476
| +2% | +$29.9K | 0.47% | 55 |
|
|
2024
Q2 | $1.35M | Sell |
22,777
-561
| -2% | -$33.1K | 0.47% | 55 |
|
|
2024
Q1 | $1.86M | Sell |
23,338
-116
| -0.5% | -$9.25K | 0.67% | 42 |
|
|
2023
Q4 | $1.85M | Buy |
23,454
+2,294
| +11% | +$181K | 0.75% | 40 |
|
|
2023
Q3 | $1.48M | Buy |
21,160
+1,650
| +8% | +$115K | 0.68% | 41 |
|
|
2023
Q2 | $1.35M | Buy |
19,510
+1,520
| +8% | +$105K | 0.59% | 41 |
|
|
2023
Q1 | $1.34M | Buy |
17,990
+3,318
| +23% | +$247K | 0.67% | 40 |
|
|
2022
Q4 | $1.37M | Buy |
14,672
+207
| +1% | +$19.3K | 0.67% | 37 |
|
|
2022
Q3 | $1.4M | Buy |
14,465
+894
| +7% | +$86.5K | 0.7% | 37 |
|
|
2022
Q2 | $1.3M | Buy |
13,571
+238
| +2% | +$22.8K | 0.66% | 32 |
|
|
2022
Q1 | $1.28M | Buy |
13,333
+1,488
| +13% | +$143K | 0.7% | 34 |
|
|
2021
Q4 | $1.22M | Buy |
11,845
+628
| +6% | +$64.8K | 0.66% | 35 |
|
|
2021
Q3 | $1M | Buy |
11,217
+1,068
| +11% | +$95.3K | 0.56% | 44 |
|
|
2021
Q2 | $836K | Buy |
10,149
+960
| +10% | +$79.1K | 0.5% | 49 |
|
|
2021
Q1 | $698K | Buy |
9,189
+1,600
| +21% | +$122K | 0.48% | 48 |
|
|
2020
Q4 | $563K | Buy |
+7,589
| New | +$563K | 0.4% | 46 |
|