Bell Investment 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 | $48.8K | Buy |
708
+253
| +56% | +$17.5K | 0.01% | 251 |
|
|
2025
Q1 | $30.8K | Buy |
455
+248
| +120% | +$16.8K | 0.01% | 293 |
|
|
2024
Q4 | $9.29K | Sell |
207
-136
| -40% | -$6.11K | ﹤0.01% | 629 |
|
|
2024
Q3 | $21.6K | Buy |
343
+3
| +0.9% | +$189 | ﹤0.01% | 384 |
|
|
2024
Q2 | $20.1K | Sell |
340
-44
| -11% | -$2.6K | ﹤0.01% | 397 |
|
|
2024
Q1 | $30.6K | Buy |
384
+51
| +15% | +$4.07K | 0.01% | 297 |
|
|
2023
Q4 | $26.3K | Sell |
333
-134
| -29% | -$10.6K | 0.01% | 291 |
|
|
2023
Q3 | $32.6K | Buy |
467
+48
| +11% | +$3.35K | 0.01% | 228 |
|
|
2023
Q2 | $29K | Sell |
419
-76
| -15% | -$5.25K | 0.01% | 238 |
|
|
2023
Q1 | $36.8K | Sell |
495
-23
| -4% | -$1.71K | 0.01% | 205 |
|
|
2022
Q4 | $48.3K | Buy |
518
+33
| +7% | +$3.08K | 0.01% | 167 |
|
|
2022
Q3 | $46K | Buy |
485
+118
| +32% | +$11.2K | 0.01% | 145 |
|
|
2022
Q2 | $34K | Buy |
+367
| New | +$34K | 0.01% | 178 |
|
|
2021
Q4 | $41K | Buy |
401
+92
| +30% | +$9.41K | 0.01% | 180 |
|
|
2021
Q3 | $26K | Buy |
+309
| New | +$26K | 0.01% | 233 |
|