Cherry Tree 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 | $13.9K | Hold |
202
| – | – | ﹤0.01% | 373 |
|
|
2025
Q1 | $13.7K | Sell |
202
-151
| -43% | -$10.2K | ﹤0.01% | 385 |
|
|
2024
Q4 | $15.8K | Sell |
353
-936
| -73% | -$42K | ﹤0.01% | 366 |
|
|
2024
Q3 | $81.1K | Hold |
1,289
| – | – | 0.02% | 230 |
|
|
2024
Q2 | $76.1K | Hold |
1,289
| – | – | 0.02% | 229 |
|
|
2024
Q1 | $103K | Hold |
1,289
| – | – | 0.03% | 203 |
|
|
2023
Q4 | $102K | Sell |
1,289
-1,100
| -46% | -$86.9K | 0.03% | 196 |
|
|
2023
Q3 | $167K | Hold |
2,389
| – | – | 0.05% | 150 |
|
|
2023
Q2 | $165K | Buy |
+2,389
| New | +$165K | 0.05% | 151 |
|