Elevation Wealth Partners’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 | $4.83K | Hold |
70
| – | – | ﹤0.01% | 405 |
|
|
2025
Q1 | $4.74K | Sell |
70
-400
| -85% | -$27.1K | ﹤0.01% | 407 |
|
|
2024
Q4 | $21.1K | Buy |
470
+70
| +18% | +$3.14K | 0.01% | 306 |
|
|
2024
Q3 | $25.2K | Hold |
400
| – | – | 0.01% | 284 |
|
|
2024
Q2 | $23.6K | Sell |
400
-100
| -20% | -$5.91K | 0.01% | 282 |
|
|
2024
Q1 | $39.9K | Hold |
500
| – | – | 0.02% | 236 |
|
|
2023
Q4 | $34.9K | Buy |
500
+400
| +400% | +$27.9K | 0.02% | 235 |
|
|
2023
Q3 | $6.98K | Hold |
100
| – | – | 0.01% | 260 |
|
|
2023
Q2 | $6.91K | Hold |
100
| – | – | 0.01% | 266 |
|
|
2023
Q1 | $7.43K | Buy |
+100
| New | +$7.43K | 0.01% | 273 |
|