FFA
Founders Financial Alliance’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Buy |
10,554
+14
| +0.1% | +$966 | 0.17% | 129 |
|
|
2025
Q1 | $714K | Buy |
10,540
+349
| +3% | +$23.6K | 0.17% | 124 |
|
|
2024
Q4 | $457K | Sell |
10,191
-6,896
| -40% | -$310K | 0.13% | 158 |
|
|
2024
Q3 | $1.07M | Sell |
17,087
-491
| -3% | -$30.9K | 0.3% | 82 |
|
|
2024
Q2 | $1.04M | Sell |
17,578
-364
| -2% | -$21.5K | 0.31% | 80 |
|
|
2024
Q1 | $1.43M | Buy |
17,942
+6,853
| +62% | +$547K | 0.43% | 50 |
|
|
2023
Q4 | $876K | Buy |
11,089
+260
| +2% | +$20.5K | 0.34% | 70 |
|
|
2023
Q3 | $756K | Sell |
10,829
-693
| -6% | -$48.4K | 0.33% | 73 |
|
|
2023
Q2 | $797K | Buy |
11,522
+759
| +7% | +$52.5K | 0.31% | 77 |
|
|
2023
Q1 | $805K | Sell |
10,763
-334
| -3% | -$25K | 0.4% | 63 |
|
|
2022
Q4 | $1.03M | Sell |
11,097
-38
| -0.3% | -$3.54K | 0.47% | 54 |
|
|
2022
Q3 | $1.06M | Buy |
11,135
+2,000
| +22% | +$191K | 0.54% | 47 |
|
|
2022
Q2 | $846K | Sell |
9,135
-2,123
| -19% | -$197K | 0.43% | 61 |
|
|
2022
Q1 | $1.14M | Buy |
11,258
+4
| +0% | +$405 | 0.51% | 50 |
|
|
2021
Q4 | $1.16M | Buy |
11,254
+305
| +3% | +$31.5K | 0.47% | 55 |
|
|
2021
Q3 | $930K | Buy |
10,949
+546
| +5% | +$46.4K | 0.44% | 57 |
|
|
2021
Q2 | $869K | Buy |
10,403
+33
| +0.3% | +$2.76K | 0.4% | 63 |
|
|
2021
Q1 | $851K | Sell |
10,370
-147
| -1% | -$12.1K | 0.42% | 59 |
|
|
2020
Q4 | $719K | Buy |
10,517
+228
| +2% | +$15.6K | 0.41% | 63 |
|
|
2020
Q3 | $602K | Buy |
+10,289
| New | +$602K | 0.36% | 61 |
|