Empower Advisory Group’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 | $854K | Buy |
12,387
+5,897
| +91% | +$407K | ﹤0.01% | 258 |
|
2025
Q1 | $440K | Sell |
6,490
-13,026
| -67% | -$883K | ﹤0.01% | 336 |
|
2024
Q4 | $876K | Sell |
19,516
-953,562
| -98% | -$42.8M | ﹤0.01% | 255 |
|
2024
Q3 | $61.2M | Buy |
973,078
+100,093
| +11% | +$6.29M | 0.21% | 107 |
|
2024
Q2 | $51.6M | Buy |
872,985
+77,194
| +10% | +$4.56M | 0.19% | 113 |
|
2024
Q1 | $63.5M | Buy |
795,791
+50,150
| +7% | +$4M | 0.24% | 100 |
|
2023
Q4 | $58.9M | Buy |
745,641
+6,594
| +0.9% | +$521K | 0.23% | 97 |
|
2023
Q3 | $51.6M | Buy |
739,047
+30,424
| +4% | +$2.12M | 0.23% | 92 |
|
2023
Q2 | $49M | Buy |
708,623
+36,565
| +5% | +$2.53M | 0.21% | 111 |
|
2023
Q1 | $51.1M | Buy |
+672,058
| New | +$51.1M | 0.23% | 105 |
|