Beaird Harris 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 | $5.89K | Buy |
85
+48
| +130% | +$3.33K | ﹤0.01% | 412 |
|
|
2025
Q1 | $2.51K | Hold |
37
| – | – | ﹤0.01% | 425 |
|
|
2024
Q4 | $1.66K | Hold |
37
| – | – | ﹤0.01% | 454 |
|
|
2024
Q3 | $2.33K | Sell |
37
-153
| -81% | -$9.62K | ﹤0.01% | 425 |
|
|
2024
Q2 | $11.2K | Buy |
190
+133
| +233% | +$7.84K | ﹤0.01% | 363 |
|
|
2024
Q1 | $4.55K | Buy |
57
+13
| +30% | +$1.04K | ﹤0.01% | 398 |
|
|
2023
Q4 | $3.48K | Buy |
44
+20
| +83% | +$1.58K | ﹤0.01% | 414 |
|
|
2023
Q3 | $1.68K | Buy |
+24
| New | +$1.68K | ﹤0.01% | 370 |
|
|
2023
Q1 | – | Sell |
-425
| Closed | -$39.6K | – | 542 |
|
|
2022
Q4 | $39.6K | Buy |
+425
| New | +$39.6K | 0.01% | 190 |
|
|
2022
Q2 | – | Sell |
-79
| Closed | -$8K | – | 445 |
|
|
2022
Q1 | $8K | Sell |
79
-2,921
| -97% | -$296K | ﹤0.01% | 358 |
|
|
2021
Q4 | $309K | Buy |
+3,000
| New | +$309K | 0.11% | 89 |
|