Forum Financial Management’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 | $1.14M | Buy |
16,525
+490
| +3% | +$33.8K | 0.02% | 195 |
|
|
2025
Q1 | $1.09M | Sell |
16,035
-2,251
| -12% | -$153K | 0.02% | 189 |
|
|
2024
Q4 | $821K | Buy |
18,286
+83
| +0.5% | +$3.73K | 0.01% | 236 |
|
|
2024
Q3 | $1.14M | Sell |
18,203
-40
| -0.2% | -$2.52K | 0.02% | 171 |
|
|
2024
Q2 | $1.08M | Buy |
18,243
+1,039
| +6% | +$61.4K | 0.02% | 165 |
|
|
2024
Q1 | $1.37M | Sell |
17,204
-652
| -4% | -$52K | 0.02% | 156 |
|
|
2023
Q4 | $1.41M | Buy |
17,856
+2,901
| +19% | +$229K | 0.03% | 127 |
|
|
2023
Q3 | $1.04M | Sell |
14,955
-45
| -0.3% | -$3.14K | 0.02% | 154 |
|
|
2023
Q2 | $1.04M | Buy |
15,000
+86
| +0.6% | +$5.95K | 0.02% | 157 |
|
|
2023
Q1 | $1.11M | Sell |
14,914
-2,491
| -14% | -$185K | 0.03% | 130 |
|
|
2022
Q4 | $1.62M | Buy |
17,405
+115
| +0.7% | +$10.7K | 0.05% | 85 |
|
|
2022
Q3 | $1.65M | Sell |
17,290
-754
| -4% | -$71.9K | 0.08% | 68 |
|
|
2022
Q2 | $1.67M | Buy |
18,044
+2,886
| +19% | +$267K | 0.08% | 75 |
|
|
2022
Q1 | $1.53M | Buy |
15,158
+523
| +4% | +$52.9K | 0.07% | 83 |
|
|
2021
Q4 | $1.51M | Buy |
+14,635
| New | +$1.51M | 0.08% | 81 |
|