Dogwood 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 | $9.64K | Buy |
144
+60
| +71% | +$4.02K | ﹤0.01% | 287 |
|
|
2025
Q1 | $5.69K | Buy |
+84
| New | +$5.69K | ﹤0.01% | 235 |
|
|
2024
Q4 | – | Hold |
0
| – | -$11 | – | 375 |
|
|
2024
Q3 | – | Hold |
0
| – | -$10 | – | 244 |
|
|
2024
Q2 | – | Hold |
0
| – | -$12 | – | 286 |
|
|
2024
Q1 | – | Hold |
0
| – | -$19 | – | 275 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 246 |
|