Farther Finance Advisors’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 | $1.06M | Sell |
15,372
-906
| -6% | -$62.5K | 0.02% | 566 |
|
|
2025
Q1 | $1.11M | Buy |
16,278
+3,481
| +27% | +$237K | 0.03% | 466 |
|
|
2024
Q4 | $574K | Sell |
12,797
-2,913
| -19% | -$131K | 0.02% | 537 |
|
|
2024
Q3 | $987K | Sell |
15,710
-2,371
| -13% | -$149K | 0.04% | 352 |
|
|
2024
Q2 | $1.05M | Sell |
18,081
-4,107
| -19% | -$239K | 0.05% | 295 |
|
|
2024
Q1 | $1.77M | Sell |
22,188
-6,580
| -23% | -$524K | 0.11% | 164 |
|
|
2023
Q4 | $2.27M | Buy |
28,768
+18,475
| +179% | +$1.46M | 0.16% | 116 |
|
|
2023
Q3 | $719K | Buy |
10,293
+4,597
| +81% | +$321K | 0.11% | 156 |
|
|
2023
Q2 | $394K | Sell |
5,696
-304
| -5% | -$21K | 0.09% | 193 |
|
|
2023
Q1 | $446K | Sell |
6,000
-897
| -13% | -$66.7K | 0.13% | 148 |
|
|
2022
Q4 | $643K | Buy |
+6,897
| New | +$643K | 0.25% | 82 |
|