Bruce G. Allen Investments’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 | $114K | Sell |
1,655
-166
| -9% | -$11.5K | 0.09% | 135 |
|
|
2025
Q1 | $123K | Buy |
1,821
+107
| +6% | +$7.25K | 0.1% | 121 |
|
|
2024
Q4 | $76.9K | Buy |
1,714
+33
| +2% | +$1.48K | 0.06% | 183 |
|
|
2024
Q3 | $106K | Buy |
1,681
+195
| +13% | +$12.3K | 0.08% | 145 |
|
|
2024
Q2 | $87.7K | Sell |
1,486
-489
| -25% | -$28.9K | 0.07% | 165 |
|
|
2024
Q1 | $157K | Buy |
1,975
+51
| +3% | +$4.07K | 0.13% | 97 |
|
|
2023
Q4 | $152K | Buy |
+1,924
| New | +$152K | 0.14% | 95 |
|