FourThought Financial Partners’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,334
| Closed | -$425K | – | 218 |
|
|
2024
Q1 | $425K | Sell |
5,334
-1,212
| -19% | -$96.7K | 0.05% | 210 |
|
|
2023
Q4 | $517K | Buy |
6,546
+599
| +10% | +$47.3K | 0.06% | 196 |
|
|
2023
Q3 | $415K | Sell |
5,947
-64
| -1% | -$4.47K | 0.06% | 203 |
|
|
2023
Q2 | $416K | Buy |
6,011
+57
| +1% | +$3.94K | 0.05% | 211 |
|
|
2023
Q1 | $442K | Buy |
5,954
+485
| +9% | +$36K | 0.06% | 200 |
|
|
2022
Q4 | $510K | Buy |
+5,469
| New | +$510K | 0.07% | 181 |
|