DHJJ Financial Advisors’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 | $12K | Hold |
173
| – | – | ﹤0.01% | 526 |
|
|
2025
Q1 | $11.7K | Buy |
173
+1
| +0.6% | +$68 | ﹤0.01% | 483 |
|
|
2024
Q4 | $7.74K | Hold |
172
| – | – | ﹤0.01% | 521 |
|
|
2024
Q3 | $10.8K | Hold |
172
| – | – | ﹤0.01% | 489 |
|
|
2024
Q2 | $10.2K | Hold |
172
| – | – | ﹤0.01% | 457 |
|
|
2024
Q1 | $13.7K | Hold |
172
| – | – | 0.01% | 407 |
|
|
2023
Q4 | $13.6K | Hold |
172
| – | – | 0.01% | 406 |
|
|
2023
Q3 | $12K | Buy |
+172
| New | +$12K | 0.01% | 415 |
|