GoalVest Advisory’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 | – | Sell |
-6
| Closed | -$407 | – | 405 |
|
|
2025
Q1 | $407 | Sell |
6
-171
| -97% | -$11.6K | ﹤0.01% | 380 |
|
|
2024
Q4 | $7.95K | Buy |
+177
| New | +$7.95K | ﹤0.01% | 292 |
|
|
2024
Q1 | – | Sell |
-48
| Closed | -$3.79K | – | 425 |
|
|
2023
Q4 | $3.79K | Buy |
48
+40
| +500% | +$3.16K | ﹤0.01% | 300 |
|
|
2023
Q3 | $559 | Buy |
+8
| New | +$559 | ﹤0.01% | 455 |
|
|
2022
Q2 | – | Sell |
-16
| Closed | -$2K | – | 357 |
|
|
2022
Q1 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 287 |
|