EWS
Eagle Wealth Strategies’s CVS Health CVS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $246K | Buy |
3,573
+17
| +0.5% | +$1.17K | 0.14% | 85 |
|
2025
Q1 | $241K | Buy |
+3,556
| New | +$241K | 0.15% | 79 |
|
2024
Q4 | – | Sell |
-8,635
| Closed | -$543K | – | 108 |
|
2024
Q3 | $543K | Buy |
8,635
+138
| +2% | +$8.68K | 0.4% | 34 |
|
2024
Q2 | $502K | Buy |
8,497
+370
| +5% | +$21.9K | 0.41% | 34 |
|
2024
Q1 | $647K | Buy |
8,127
+596
| +8% | +$47.4K | 0.53% | 23 |
|
2023
Q4 | $595K | Buy |
+7,531
| New | +$595K | 0.36% | 30 |
|