CarsonAllaria 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 | $9.45K | Hold |
137
| – | – | 0.01% | 253 |
|
|
2025
Q1 | $9.28K | Buy |
137
+22
| +19% | +$1.49K | 0.01% | 255 |
|
|
2024
Q4 | $5.16K | Hold |
115
| – | – | ﹤0.01% | 283 |
|
|
2024
Q3 | $7.23K | Sell |
115
-64
| -36% | -$4.02K | ﹤0.01% | 285 |
|
|
2024
Q2 | $10.6K | Hold |
179
| – | – | 0.01% | 248 |
|
|
2024
Q1 | $14.3K | Buy |
+179
| New | +$14.3K | 0.01% | 218 |
|