Darwin Wealth Management’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 | $6.14K | Buy |
89
+60
| +207% | +$4.14K | ﹤0.01% | 391 |
|
|
2025
Q1 | $1.3K | Hold |
29
| – | – | ﹤0.01% | 544 |
|
|
2024
Q4 | $1.3K | Sell |
29
-37
| -56% | -$1.66K | ﹤0.01% | 544 |
|
|
2024
Q3 | $4.16K | Buy |
+66
| New | +$4.16K | ﹤0.01% | 462 |
|
|
2021
Q3 | – | Sell |
-3,173
| Closed | -$265K | – | 176 |
|
|
2021
Q2 | $265K | Sell |
3,173
-99
| -3% | -$8.27K | 0.04% | 149 |
|
|
2021
Q1 | $246K | Sell |
3,272
-64
| -2% | -$4.81K | 0.04% | 147 |
|
|
2020
Q4 | $227K | Buy |
+3,336
| New | +$227K | 0.04% | 151 |
|
|
2020
Q2 | – | Sell |
-3,215
| Closed | -$190K | – | 277 |
|
|
2020
Q1 | $190K | Sell |
3,215
-3,073
| -49% | -$182K | 0.06% | 135 |
|
|
2019
Q4 | $467K | Buy |
+6,288
| New | +$467K | 0.12% | 110 |
|
|
2018
Q4 | – | Sell |
-2,615
| Closed | -$206K | – | 100 |
|
|
2018
Q3 | $206K | Buy |
+2,615
| New | +$206K | 0.12% | 120 |
|