Evoke Wealth’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 | $246K | Buy |
+3,570
| New | +$246K | 0.01% | 495 |
|
|
2024
Q2 | – | Sell |
-3,078
| Closed | -$246K | – | 165 |
|
|
2024
Q1 | $246K | Buy |
+3,078
| New | +$246K | 0.01% | 346 |
|
|
2023
Q4 | – | Sell |
-3,034
| Closed | -$212K | – | 149 |
|
|
2023
Q3 | $212K | Sell |
3,034
-163
| -5% | -$11.4K | 0.01% | 348 |
|
|
2023
Q2 | $221K | Buy |
3,197
+60
| +2% | +$4.15K | 0.01% | 327 |
|
|
2023
Q1 | $233K | Buy |
3,137
+216
| +7% | +$16K | 0.01% | 306 |
|
|
2022
Q4 | $272K | Buy |
2,921
+306
| +12% | +$28.5K | 0.01% | 296 |
|
|
2022
Q3 | $249K | Sell |
2,615
-7
| -0.3% | -$667 | 0.01% | 287 |
|
|
2022
Q2 | $243K | Sell |
2,622
-422
| -14% | -$39.1K | 0.01% | 292 |
|
|
2022
Q1 | $308K | Buy |
3,044
+507
| +20% | +$51.3K | 0.01% | 287 |
|
|
2021
Q4 | $262K | Buy |
2,537
+352
| +16% | +$36.4K | 0.01% | 327 |
|
|
2021
Q3 | $185K | Sell |
2,185
-50
| -2% | -$4.23K | 0.01% | 346 |
|
|
2021
Q2 | $186K | Sell |
2,235
-55
| -2% | -$4.58K | 0.01% | 358 |
|
|
2021
Q1 | $172K | Sell |
2,290
-2,450
| -52% | -$184K | 0.01% | 322 |
|
|
2020
Q4 | $324K | Sell |
4,740
-16,400
| -78% | -$1.12M | 0.02% | 187 |
|
|
2020
Q3 | $1.24M | Buy |
21,140
+3,148
| +17% | +$184K | 0.1% | 61 |
|
|
2020
Q2 | $1.17M | Sell |
17,992
-7,017
| -28% | -$456K | 0.11% | 55 |
|
|
2020
Q1 | $1.48M | Sell |
25,009
-1,014
| -4% | -$60.2K | 0.21% | 36 |
|
|
2019
Q4 | $1.93M | Buy |
26,023
+838
| +3% | +$62.3K | 0.25% | 40 |
|
|
2019
Q3 | $1.59M | Buy |
+25,185
| New | +$1.59M | 0.2% | 61 |
|