Founders Financial Securities’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 | $1.94M | Sell |
28,082
-4,163
| -13% | -$287K | 0.15% | 131 |
|
|
2025
Q1 | $2.09M | Buy |
32,245
+19,285
| +149% | +$1.25M | 0.18% | 116 |
|
|
2024
Q4 | $582K | Sell |
12,960
-70
| -0.5% | -$3.14K | 0.05% | 270 |
|
|
2024
Q3 | $819K | Sell |
13,030
-876
| -6% | -$55.1K | 0.08% | 204 |
|
|
2024
Q2 | $821K | Buy |
13,906
+420
| +3% | +$24.8K | 0.08% | 207 |
|
|
2024
Q1 | $1.08M | Buy |
+13,486
| New | +$1.08M | 0.11% | 159 |
|
|
2017
Q3 | – | Sell |
-11,935
| Closed | -$960K | – | 90 |
|
|
2017
Q2 | $960K | Sell |
11,935
-109
| -0.9% | -$8.77K | 0.36% | 41 |
|
|
2017
Q1 | $945K | Buy |
+12,044
| New | +$945K | 0.36% | 44 |
|