Coppell Advisory Solutions’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 | $206K | Buy |
+3,001
| New | +$206K | 0.02% | 352 |
|
|
2025
Q1 | – | Sell |
-1,282
| Closed | -$56.3K | – | 652 |
|
|
2024
Q4 | $56.3K | Buy |
1,282
+189
| +17% | +$8.31K | 0.01% | 547 |
|
|
2024
Q3 | $67.1K | Buy |
1,093
+461
| +73% | +$28.3K | 0.01% | 477 |
|
|
2024
Q2 | $37.3K | Buy |
+632
| New | +$37.3K | 0.01% | 569 |
|
|
2023
Q4 | $65.2K | Buy |
826
+687
| +494% | +$54.2K | 0.01% | 439 |
|
|
2023
Q3 | $13K | Sell |
139
-109
| -44% | -$10.2K | ﹤0.01% | 570 |
|
|
2023
Q2 | $17.1K | Buy |
+248
| New | +$17.1K | ﹤0.01% | 586 |
|
|
2023
Q1 | – | Sell |
-139
| Closed | -$13K | – | 394 |
|
|
2022
Q4 | $13K | Buy |
+139
| New | +$13K | ﹤0.01% | 573 |
|