Buck Wealth Strategies’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-77,748
| Closed | -$5.43M | – | 121 |
|
|
2023
Q3 | $5.43M | Buy |
77,748
+4,196
| +6% | +$293K | 2.18% | 25 |
|
|
2023
Q2 | $5.08M | Buy |
73,552
+13,175
| +22% | +$911K | 2.21% | 24 |
|
|
2023
Q1 | $4.49M | Buy |
+60,377
| New | +$4.49M | 2.19% | 26 |
|
|
2022
Q3 | $5M | Buy |
+71,577
| New | +$5M | 2.34% | 24 |
|