GGM Wealth 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
Q1 | $372K | Hold |
5,727
| – | – | 0.21% | 86 |
|
|
2024
Q4 | $257K | Sell |
5,727
-2,010
| -26% | -$90.2K | 0.13% | 117 |
|
|
2024
Q3 | $487K | Sell |
7,737
-7
| -0.1% | -$440 | 0.21% | 80 |
|
|
2024
Q2 | $457K | Hold |
7,744
| – | – | 0.21% | 79 |
|
|
2024
Q1 | $568K | Sell |
7,744
-3,368
| -30% | -$247K | 0.26% | 67 |
|
|
2023
Q4 | $811K | Buy |
11,112
+1,970
| +22% | +$144K | 0.34% | 59 |
|
|
2023
Q3 | $638K | Buy |
9,142
+5
| +0.1% | +$349 | 0.28% | 66 |
|
|
2023
Q2 | $651K | Buy |
+9,137
| New | +$651K | 0.26% | 67 |
|
|
2023
Q1 | – | Sell |
-7,297
| Closed | -$668K | – | 76 |
|
|
2022
Q4 | $668K | Buy |
7,297
+165
| +2% | +$15.1K | 0.34% | 60 |
|
|
2022
Q3 | $657K | Buy |
7,132
+1,300
| +22% | +$120K | 0.35% | 55 |
|
|
2022
Q2 | $553K | Hold |
5,832
| – | – | 0.31% | 64 |
|
|
2022
Q1 | $605K | Buy |
+5,832
| New | +$605K | 0.3% | 66 |
|