First United Bank & Trust’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 | $682K | Buy |
9,880
+6,890
| +230% | +$475K | 0.24% | 84 |
|
|
2025
Q1 | $203K | Buy |
2,990
+2,280
| +321% | +$154K | 0.08% | 144 |
|
|
2024
Q4 | $31.9K | Sell |
710
-760
| -52% | -$34.1K | 0.01% | 253 |
|
|
2024
Q3 | $92.4K | Hold |
1,470
| – | – | 0.03% | 186 |
|
|
2024
Q2 | $86.8K | Hold |
1,470
| – | – | 0.03% | 195 |
|
|
2024
Q1 | $117K | Hold |
1,470
| – | – | 0.04% | 180 |
|
|
2023
Q4 | $116K | Buy |
+1,470
| New | +$116K | 0.05% | 177 |
|