Beverly Hills Private Wealth’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 | $418K | Buy |
6,065
+1,421
| +31% | +$98K | 0.08% | 204 |
|
|
2025
Q1 | $315K | Buy |
+4,644
| New | +$315K | 0.06% | 256 |
|
|
2024
Q2 | – | Sell |
-2,899
| Closed | -$231K | – | 350 |
|
|
2024
Q1 | $231K | Buy |
+2,899
| New | +$231K | 0.05% | 314 |
|
|
2023
Q4 | – | Sell |
-3,007
| Closed | -$210K | – | 338 |
|
|
2023
Q3 | $210K | Sell |
3,007
-2,633
| -47% | -$184K | 0.06% | 272 |
|
|
2023
Q2 | $411K | Buy |
5,640
+2,572
| +84% | +$187K | 0.07% | 257 |
|
|
2023
Q1 | $228K | Buy |
3,068
+397
| +15% | +$29.5K | 0.07% | 252 |
|
|
2022
Q4 | $249K | Buy |
+2,671
| New | +$249K | 0.11% | 195 |
|