Everhart Financial 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 | $378K | Buy |
+5,487
| New | +$378K | 0.04% | 265 |
|
|
2024
Q2 | – | Sell |
-5,742
| Closed | -$458K | – | 300 |
|
|
2024
Q1 | $458K | Buy |
5,742
+2,260
| +65% | +$180K | 0.13% | 160 |
|
|
2023
Q4 | $275K | Sell |
3,482
-138
| -4% | -$10.9K | 0.1% | 194 |
|
|
2023
Q3 | $253K | Buy |
+3,620
| New | +$253K | 0.11% | 176 |
|
|
2022
Q4 | – | Sell |
-4,683
| Closed | -$446K | – | 200 |
|
|
2022
Q3 | $446K | Buy |
4,683
+561
| +14% | +$53.4K | 0.25% | 79 |
|
|
2022
Q2 | $382K | Buy |
4,122
+1,235
| +43% | +$114K | 0.23% | 101 |
|
|
2022
Q1 | $292K | Buy |
+2,887
| New | +$292K | 0.17% | 94 |
|