Brown 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 | $255K | Buy |
3,699
+96
| +3% | +$6.62K | 0.08% | 86 |
|
|
2025
Q1 | $244K | Buy |
+3,603
| New | +$244K | 0.08% | 82 |
|
|
2024
Q2 | – | Sell |
-3,014
| Closed | -$240K | – | 90 |
|
|
2024
Q1 | $240K | Buy |
3,014
+10
| +0.3% | +$798 | 0.1% | 80 |
|
|
2023
Q4 | $237K | Hold |
3,004
| – | – | 0.11% | 76 |
|
|
2023
Q3 | $210K | Sell |
3,004
-76
| -2% | -$5.31K | 0.1% | 74 |
|
|
2023
Q2 | $213K | Buy |
+3,080
| New | +$213K | 0.11% | 87 |
|