Financial Advisors Network’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 | $255K | Buy |
3,699
+423
| +13% | +$29.2K | 0.04% | 163 |
|
|
2025
Q1 | $222K | Sell |
3,276
-1,411
| -30% | -$95.6K | 0.04% | 170 |
|
|
2024
Q4 | $210K | Buy |
+4,687
| New | +$210K | 0.04% | 177 |
|
|
2023
Q4 | $218K | Buy |
+2,766
| New | +$218K | 0.04% | 167 |
|
|
2022
Q4 | $247K | Buy |
2,653
+140
| +6% | +$13K | 0.07% | 113 |
|
|
2022
Q3 | $240K | Sell |
2,513
-62
| -2% | -$5.92K | 0.07% | 96 |
|
|
2022
Q2 | $239K | Sell |
2,575
-17
| -0.7% | -$1.58K | 0.07% | 103 |
|
|
2022
Q1 | $262K | Sell |
2,592
-141
| -5% | -$14.3K | 0.06% | 102 |
|
|
2021
Q4 | $282K | Sell |
2,733
-343
| -11% | -$35.4K | 0.06% | 120 |
|
|
2021
Q3 | $289K | Buy |
3,076
+329
| +12% | +$30.9K | 0.07% | 123 |
|
|
2021
Q2 | $229K | Buy |
2,747
+54
| +2% | +$4.5K | 0.07% | 111 |
|
|
2021
Q1 | $203K | Buy |
+2,693
| New | +$203K | 0.07% | 109 |
|
|
2019
Q1 | – | Sell |
-4,559
| Closed | -$299K | – | 105 |
|
|
2018
Q4 | $299K | Buy |
+4,559
| New | +$299K | 0.19% | 75 |
|
|
2018
Q2 | $260K | Buy |
+4,048
| New | +$260K | 0.16% | 76 |
|
|
2017
Q4 | $583K | Sell |
8,046
-122
| -1% | -$8.84K | 0.39% | 47 |
|
|
2017
Q3 | $664K | Buy |
8,168
+222
| +3% | +$18K | 0.53% | 42 |
|
|
2017
Q2 | $639K | Buy |
7,946
+566
| +8% | +$45.5K | 0.53% | 41 |
|
|
2017
Q1 | $593K | Buy |
7,380
+508
| +7% | +$40.8K | 0.51% | 42 |
|
|
2016
Q4 | $536K | Buy |
+6,872
| New | +$536K | 0.46% | 44 |
|