Frazier Financial 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 | $92.4K | Sell |
1,339
-28
| -2% | -$1.93K | 0.07% | 105 |
|
|
2025
Q1 | $92.6K | Buy |
1,367
+1
| +0.1% | +$68 | 0.07% | 91 |
|
|
2024
Q4 | $60K | Buy |
1,366
+27
| +2% | +$1.19K | 0.05% | 121 |
|
|
2024
Q3 | $84.2K | Sell |
1,339
-272
| -17% | -$17.1K | 0.07% | 100 |
|
|
2024
Q2 | $95.2K | Sell |
1,611
-15
| -0.9% | -$886 | 0.08% | 100 |
|
|
2024
Q1 | $130K | Hold |
1,626
| – | – | 0.11% | 81 |
|
|
2023
Q4 | $128K | Buy |
+1,626
| New | +$128K | 0.11% | 67 |
|