Caldwell Sutter Capital’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 | $172K | Buy |
2,495
+49
| +2% | +$3.38K | 0.08% | 224 |
|
|
2025
Q1 | $166K | Sell |
2,446
-128
| -5% | -$8.67K | 0.08% | 223 |
|
|
2024
Q4 | $116K | Buy |
2,574
+160
| +7% | +$7.18K | 0.05% | 263 |
|
|
2024
Q3 | $152K | Sell |
2,414
-62
| -3% | -$3.9K | 0.07% | 235 |
|
|
2024
Q2 | $146K | Buy |
2,476
+77
| +3% | +$4.55K | 0.07% | 232 |
|
|
2024
Q1 | $191K | Sell |
2,399
-98
| -4% | -$7.82K | 0.09% | 205 |
|
|
2023
Q4 | $197K | Buy |
2,497
+249
| +11% | +$19.7K | 0.1% | 192 |
|
|
2023
Q3 | $157K | Sell |
2,248
-4,032
| -64% | -$282K | 0.09% | 206 |
|
|
2023
Q2 | $434K | Buy |
6,280
+4,329
| +222% | +$299K | 0.23% | 107 |
|
|
2023
Q1 | $145K | Buy |
1,951
+1,827
| +1,473% | +$136K | 0.11% | 162 |
|
|
2022
Q4 | $11.6K | Buy |
+124
| New | +$11.6K | 0.01% | 249 |
|