Gitterman 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 | $2.02K | Buy |
+29
| New | +$2.02K | ﹤0.01% | 323 |
|
|
2024
Q4 | – | Sell |
-4,690
| Closed | -$295K | – | 137 |
|
|
2024
Q3 | $295K | Buy |
+4,690
| New | +$295K | 0.12% | 65 |
|
|
2022
Q3 | – | Sell |
-2,322
| Closed | -$218K | – | 77 |
|
|
2022
Q2 | $218K | Buy |
+2,322
| New | +$218K | 0.2% | 56 |
|
|
2021
Q4 | – | Sell |
-3,073
| Closed | -$261K | – | 97 |
|
|
2021
Q3 | $261K | Buy |
+3,073
| New | +$261K | 0.21% | 48 |
|