Forza Wealth 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 | $620K | Buy |
8,989
+465
| +5% | +$32.1K | 0.25% | 93 |
|
|
2025
Q1 | $578K | Buy |
8,524
+215
| +3% | +$14.6K | 0.26% | 100 |
|
|
2024
Q4 | $373K | Sell |
8,309
-1,909
| -19% | -$85.7K | 0.17% | 134 |
|
|
2024
Q3 | $643K | Buy |
10,218
+1,245
| +14% | +$78.3K | 0.29% | 90 |
|
|
2024
Q2 | $530K | Sell |
8,973
-300
| -3% | -$17.7K | 0.27% | 100 |
|
|
2024
Q1 | $740K | Sell |
9,273
-200
| -2% | -$16K | 0.38% | 71 |
|
|
2023
Q4 | $748K | Sell |
9,473
-1,300
| -12% | -$103K | 0.41% | 67 |
|
|
2023
Q3 | $752K | Buy |
10,773
+200
| +2% | +$14K | 0.39% | 78 |
|
|
2023
Q2 | $731K | Buy |
10,573
+715
| +7% | +$49.4K | 0.37% | 85 |
|
|
2023
Q1 | $733K | Hold |
9,858
| – | – | 0.38% | 82 |
|
|
2022
Q4 | $919K | Buy |
+9,858
| New | +$919K | 0.61% | 50 |
|