Gerber Kawasaki Wealth & Investment Management’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,249
| Closed | -$190K | – | 462 |
|
|
2021
Q3 | $190K | Buy |
+2,249
| New | +$190K | 0.02% | 182 |
|
|
2017
Q3 | – | Sell |
-14,124
| Closed | -$1.1M | – | 112 |
|
|
2017
Q2 | $1.1M | Sell |
14,124
-1,205
| -8% | -$94.1K | 0.42% | 49 |
|
|
2017
Q1 | $1.18M | Sell |
15,329
-200
| -1% | -$15.4K | 0.51% | 44 |
|
|
2016
Q4 | $1.23M | Sell |
15,529
-2,022
| -12% | -$160K | 0.65% | 37 |
|
|
2016
Q3 | $1.56M | Sell |
17,551
-2,228
| -11% | -$198K | 0.91% | 31 |
|
|
2016
Q2 | $1.89M | Sell |
19,779
-519
| -3% | -$49.7K | 1.19% | 22 |
|
|
2016
Q1 | $2.11M | Sell |
20,298
-782
| -4% | -$81.1K | 1.45% | 14 |
|
|
2015
Q4 | $2.06M | Buy |
+21,080
| New | +$2.06M | 1.39% | 17 |
|