Cove Private Wealth’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 | $628K | Hold |
9,104
| – | – | 0.22% | 90 |
|
|
2025
Q1 | $617K | Hold |
9,104
| – | – | 0.32% | 81 |
|
|
2024
Q4 | $409K | Hold |
9,104
| – | – | 0.25% | 78 |
|
|
2024
Q3 | $572K | Hold |
9,104
| – | – | 0.44% | 55 |
|
|
2024
Q2 | $538K | Hold |
9,104
| – | – | 0.43% | 55 |
|
|
2024
Q1 | $726K | Hold |
9,104
| – | – | 0.62% | 44 |
|
|
2023
Q4 | $719K | Buy |
+9,104
| New | +$719K | 0.68% | 47 |
|