BCU 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 | $669K | Sell |
9,694
-451
| -4% | -$31.1K | 0.3% | 26 |
|
|
2025
Q1 | $687K | Sell |
10,145
-438
| -4% | -$29.7K | 0.36% | 24 |
|
|
2024
Q4 | $475K | Buy |
10,583
+60
| +0.6% | +$2.69K | 0.27% | 32 |
|
|
2024
Q3 | $662K | Buy |
10,523
+56
| +0.5% | +$3.52K | 0.39% | 27 |
|
|
2024
Q2 | $618K | Buy |
10,467
+61
| +0.6% | +$3.6K | 0.46% | 26 |
|
|
2024
Q1 | $830K | Buy |
10,406
+2,834
| +37% | +$226K | 0.7% | 21 |
|
|
2023
Q4 | $598K | Buy |
+7,572
| New | +$598K | 0.65% | 23 |
|