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