Clear Investment Research’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 | $168K | Buy |
2,436
+1
| +0% | +$69 | 0.21% | 66 |
|
|
2025
Q1 | $165K | Sell |
2,435
-16
| -0.7% | -$1.08K | 0.22% | 63 |
|
|
2024
Q4 | $110K | Buy |
2,451
+9
| +0.4% | +$404 | 0.14% | 73 |
|
|
2024
Q3 | $154K | Hold |
2,442
| – | – | 0.2% | 64 |
|
|
2024
Q2 | $144K | Sell |
2,442
-18
| -0.7% | -$1.06K | 0.19% | 62 |
|
|
2024
Q1 | $196K | Buy |
2,460
+8
| +0.3% | +$638 | 0.26% | 52 |
|
|
2023
Q4 | $194K | Hold |
2,452
| – | – | 0.27% | 56 |
|
|
2023
Q3 | $171K | Sell |
2,452
-4
| -0.2% | -$279 | 0.3% | 50 |
|
|
2023
Q2 | $170K | Buy |
2,456
+14
| +0.6% | +$968 | 0.28% | 50 |
|
|
2023
Q1 | $181K | Buy |
2,442
+4
| +0.2% | +$297 | 0.32% | 46 |
|
|
2022
Q4 | $227K | Buy |
2,438
+38
| +2% | +$3.54K | 0.44% | 37 |
|
|
2022
Q3 | $229K | Hold |
2,400
| – | – | 0.48% | 34 |
|
|
2022
Q2 | $222K | Hold |
2,400
| – | – | 0.49% | 37 |
|
|
2022
Q1 | $243K | Hold |
2,400
| – | – | 0.48% | 41 |
|
|
2021
Q4 | $248K | Hold |
2,400
| – | – | 0.38% | 47 |
|
|
2021
Q3 | $204K | Hold |
2,400
| – | – | 0.33% | 44 |
|
|
2021
Q2 | $200K | Buy |
+2,400
| New | +$200K | 0.33% | 41 |
|
|
2019
Q4 | – | Sell |
-16
| Closed | -$1K | – | 172 |
|
|
2019
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 154 |
|
|
2019
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 154 |
|
|
2019
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 151 |
|
|
2018
Q4 | $1K | Buy |
16
+4
| +33% | +$250 | ﹤0.01% | 144 |
|
|
2018
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 153 |
|