GC Wealth Management RIA’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 | $624K | Buy |
9,053
+2,312
| +34% | +$159K | 0.05% | 283 |
|
|
2025
Q1 | $457K | Buy |
6,741
+152
| +2% | +$10.3K | 0.08% | 192 |
|
|
2024
Q4 | $296K | Sell |
6,589
-1,859
| -22% | -$83.5K | 0.05% | 246 |
|
|
2024
Q3 | $531K | Sell |
8,448
-106
| -1% | -$6.67K | 0.09% | 187 |
|
|
2024
Q2 | $505K | Sell |
8,554
-8,980
| -51% | -$530K | 0.1% | 168 |
|
|
2024
Q1 | $1.4M | Buy |
17,534
+2,022
| +13% | +$161K | 0.28% | 71 |
|
|
2023
Q4 | $1.22M | Buy |
+15,512
| New | +$1.22M | 0.55% | 48 |
|