CBIZ Investment Advisory Services’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 | $10.4K | Buy |
151
+11
| +8% | +$759 | ﹤0.01% | 349 |
|
|
2025
Q1 | $9.49K | Buy |
140
+106
| +312% | +$7.18K | ﹤0.01% | 317 |
|
|
2024
Q4 | $1.53K | Sell |
34
-230
| -87% | -$10.3K | ﹤0.01% | 420 |
|
|
2024
Q3 | $16.7K | Buy |
264
+9
| +4% | +$568 | ﹤0.01% | 221 |
|
|
2024
Q2 | $15.1K | Hold |
255
| – | – | ﹤0.01% | 208 |
|
|
2024
Q1 | $20.3K | Buy |
+255
| New | +$20.3K | ﹤0.01% | 178 |
|
|
2020
Q2 | – | Hold |
0
| – | -$23K | – | 145 |
|
|
2020
Q1 | – | Hold |
0
| – | -$2K | – | 91 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 135 |
|