Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $311K | Buy |
3,262
+308
| +10% | +$29.4K | 0.03% | 158 |
|
|
2022
Q2 | $274K | Buy |
2,954
+17
| +0.6% | +$1.58K | 0.02% | 182 |
|
|
2022
Q1 | $297K | Sell |
2,937
-363
| -11% | -$36.7K | 0.02% | 199 |
|
|
2021
Q4 | $340K | Buy |
3,300
+2
| +0.1% | +$206 | 0.02% | 179 |
|
|
2021
Q3 | $280K | Buy |
3,298
+60
| +2% | +$5.09K | 0.02% | 189 |
|
|
2021
Q2 | $270K | Buy |
3,238
+4
| +0.1% | +$334 | 0.02% | 190 |
|
|
2021
Q1 | $243K | Sell |
3,234
-676
| -17% | -$50.8K | 0.02% | 192 |
|
|
2020
Q4 | $267K | Buy |
3,910
+224
| +6% | +$15.3K | 0.03% | 179 |
|
|
2020
Q3 | $215K | Buy |
3,686
+345
| +10% | +$20.1K | 0.03% | 174 |
|
|
2020
Q2 | $217K | Sell |
3,341
-1,136
| -25% | -$73.8K | 0.03% | 168 |
|
|
2020
Q1 | $266K | Buy |
4,477
+23
| +0.5% | +$1.37K | 0.04% | 146 |
|
|
2019
Q4 | $331K | Buy |
4,454
+197
| +5% | +$14.6K | 0.04% | 150 |
|
|
2019
Q3 | $269K | Sell |
4,257
-252
| -6% | -$15.9K | 0.04% | 168 |
|
|
2019
Q2 | $246K | Buy |
4,509
+16
| +0.4% | +$873 | 0.03% | 171 |
|
|
2019
Q1 | $248K | Buy |
4,493
+541
| +14% | +$29.9K | 0.04% | 168 |
|
|
2018
Q4 | $259K | Buy |
3,952
+812
| +26% | +$53.2K | 0.04% | 156 |
|
|
2018
Q3 | $247K | Sell |
3,140
-9
| -0.3% | -$708 | 0.04% | 171 |
|
|
2018
Q2 | $203K | Buy |
+3,149
| New | +$203K | 0.03% | 179 |
|
|
2018
Q1 | – | Sell |
-3,069
| Closed | -$222K | – | 170 |
|
|
2017
Q4 | $222K | Sell |
3,069
-143
| -4% | -$10.3K | 0.04% | 156 |
|
|
2017
Q3 | $261K | Hold |
3,212
| – | – | 0.05% | 128 |
|
|
2017
Q2 | $258K | Buy |
3,212
+558
| +21% | +$44.8K | 0.05% | 121 |
|
|
2017
Q1 | $208K | Buy |
+2,654
| New | +$208K | 0.04% | 127 |
|