Cornerstone Planning Group’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 | $31.7K | Sell |
499
-33
| -6% | -$2.09K | 0.01% | 317 |
|
|
2025
Q1 | $34.9K | Buy |
532
+80
| +18% | +$5.25K | 0.01% | 294 |
|
|
2024
Q4 | $25.4K | Sell |
452
-13
| -3% | -$730 | 0.01% | 279 |
|
|
2024
Q3 | $26.2K | Sell |
465
-25
| -5% | -$1.41K | 0.01% | 263 |
|
|
2024
Q2 | $28.3K | Buy |
490
+43
| +10% | +$2.49K | 0.01% | 273 |
|
|
2024
Q1 | $25K | Sell |
447
-24
| -5% | -$1.34K | 0.01% | 268 |
|
|
2023
Q4 | $37.2K | Buy |
471
+10
| +2% | +$789 | 0.01% | 221 |
|
|
2023
Q3 | $32.2K | Buy |
461
+277
| +151% | +$19.3K | 0.01% | 243 |
|
|
2023
Q2 | $12.7K | Buy |
+184
| New | +$12.7K | 0.01% | 560 |
|
|
2022
Q4 | $79.7K | Buy |
+910
| New | +$79.7K | 0.03% | 190 |
|