Frank Rimerman Advisors’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 | $724K | Sell |
10,501
-2,988
| -22% | -$206K | 0.05% | 277 |
|
|
2025
Q1 | $914K | Buy |
13,489
+1,702
| +14% | +$115K | 0.07% | 209 |
|
|
2024
Q4 | $529K | Buy |
11,787
+4,571
| +63% | +$205K | 0.04% | 296 |
|
|
2024
Q3 | $454K | Sell |
7,216
-2,108
| -23% | -$133K | 0.03% | 346 |
|
|
2024
Q2 | $551K | Buy |
9,324
+9,225
| +9,318% | +$545K | 0.04% | 320 |
|
|
2024
Q1 | $7.9K | Hold |
99
| – | – | ﹤0.01% | 185 |
|
|
2023
Q4 | $7.82K | Buy |
+99
| New | +$7.82K | ﹤0.01% | 178 |
|