Empire Financial Management Company’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 | $497K | Buy |
7,198
+1,957
| +37% | +$135K | 0.14% | 145 |
|
|
2025
Q1 | $355K | Hold |
5,241
| – | – | 0.11% | 164 |
|
|
2024
Q4 | $235K | Buy |
5,241
+475
| +10% | +$21.3K | 0.07% | 184 |
|
|
2024
Q3 | $300K | Sell |
4,766
-510
| -10% | -$32.1K | 0.09% | 175 |
|
|
2024
Q2 | $312K | Sell |
5,276
-2,533
| -32% | -$150K | 0.1% | 168 |
|
|
2024
Q1 | $623K | Buy |
7,809
+125
| +2% | +$9.97K | 0.21% | 126 |
|
|
2023
Q4 | $607K | Sell |
7,684
-6,978
| -48% | -$551K | 0.24% | 109 |
|
|
2023
Q3 | $1.02M | Sell |
14,662
-21,181
| -59% | -$1.48M | 0.45% | 65 |
|
|
2023
Q2 | $2.48M | Buy |
35,843
+2,545
| +8% | +$176K | 0.99% | 31 |
|
|
2023
Q1 | $2.47M | Buy |
+33,298
| New | +$2.47M | 1.01% | 32 |
|