Clifford Group’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,527
| Closed | -$445K | – | 75 |
|
|
2024
Q2 | $445K | Sell |
7,527
-408
| -5% | -$24.1K | 0.36% | 48 |
|
|
2024
Q1 | $633K | Buy |
7,935
+850
| +12% | +$67.8K | 0.52% | 40 |
|
|
2023
Q4 | $559K | Sell |
7,085
-782
| -10% | -$61.7K | 0.52% | 40 |
|
|
2023
Q3 | $549K | Buy |
7,867
+711
| +10% | +$49.6K | 0.6% | 33 |
|
|
2023
Q2 | $495K | Buy |
7,156
+1,846
| +35% | +$128K | 0.53% | 47 |
|
|
2023
Q1 | $395K | Buy |
5,310
+286
| +6% | +$21.3K | 0.48% | 48 |
|
|
2022
Q4 | $468K | Buy |
+5,024
| New | +$468K | 0.58% | 43 |
|