Future Financial Wealth Management’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 | $213K | Buy |
3,084
+102
| +3% | +$7.04K | 0.15% | 106 |
|
|
2025
Q1 | $202K | Buy |
2,982
+3
| +0.1% | +$203 | 0.15% | 110 |
|
|
2024
Q4 | $134K | Sell |
2,979
-1,996
| -40% | -$89.6K | 0.1% | 134 |
|
|
2024
Q3 | $313K | Buy |
4,975
+3
| +0.1% | +$189 | 0.22% | 84 |
|
|
2024
Q2 | $294K | Buy |
4,972
+3
| +0.1% | +$177 | 0.26% | 84 |
|
|
2024
Q1 | $396K | Buy |
4,969
+2
| +0% | +$160 | 0.3% | 66 |
|
|
2023
Q4 | $392K | Buy |
4,967
+3
| +0.1% | +$237 | 0.39% | 61 |
|
|
2023
Q3 | $347K | Buy |
4,964
+2
| +0% | +$140 | 0.38% | 63 |
|
|
2023
Q2 | $343K | Sell |
4,962
-247
| -5% | -$17.1K | 0.36% | 64 |
|
|
2023
Q1 | $396K | Sell |
5,209
-2,749
| -35% | -$209K | 0.44% | 62 |
|
|
2022
Q4 | $742K | Sell |
7,958
-997
| -11% | -$92.9K | 0.84% | 40 |
|
|
2022
Q3 | $830K | Sell |
8,955
-1,499
| -14% | -$139K | 0.96% | 37 |
|
|
2022
Q2 | $1.06M | Hold |
10,454
| – | – | 1.03% | 32 |
|
|
2022
Q1 | $1.06M | Buy |
10,454
+1
| +0% | +$101 | 0.88% | 32 |
|
|
2021
Q4 | $1.09M | Buy |
10,453
+3
| +0% | +$313 | 0.87% | 31 |
|
|
2021
Q3 | $872K | Hold |
10,450
| – | – | 0.9% | 41 |
|
|
2021
Q2 | $872K | Buy |
10,450
+2
| +0% | +$167 | 0.9% | 41 |
|
|
2021
Q1 | $786K | Buy |
10,448
+137
| +1% | +$10.3K | 0.9% | 33 |
|
|
2020
Q4 | $704K | Buy |
+10,311
| New | +$704K | 0.81% | 34 |
|