Cornell Pochily Investment Advisors’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,242
| Closed | -$259K | – | 170 |
|
|
2024
Q1 | $259K | Buy |
3,242
+423
| +15% | +$33.7K | 0.1% | 150 |
|
|
2023
Q4 | $223K | Buy |
+2,819
| New | +$223K | 0.09% | 165 |
|
|
2023
Q1 | – | Sell |
-3,362
| Closed | -$313K | – | 168 |
|
|
2022
Q4 | $313K | Buy |
3,362
+1,072
| +47% | +$99.9K | 0.14% | 135 |
|
|
2022
Q3 | $218K | Buy |
+2,290
| New | +$218K | 0.1% | 154 |
|
|
2022
Q1 | – | Sell |
-1,940
| Closed | -$200K | – | 168 |
|
|
2021
Q4 | $200K | Buy |
+1,940
| New | +$200K | 0.08% | 162 |
|