Golden State 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 | $84K | Buy |
1,218
+927
| +319% | +$63.9K | 0.01% | 531 |
|
|
2025
Q1 | $19.7K | Buy |
291
+215
| +283% | +$14.6K | ﹤0.01% | 804 |
|
|
2024
Q4 | $3.42K | Buy |
+76
| New | +$3.42K | ﹤0.01% | 1180 |
|
|
2022
Q1 | – | Sell |
-2,266
| Closed | -$234K | – | 317 |
|
|
2021
Q4 | $234K | Buy |
+2,266
| New | +$234K | 0.04% | 333 |
|
|
2020
Q4 | – | Sell |
-1,689
| Closed | -$99K | – | 266 |
|
|
2020
Q3 | $99K | Sell |
1,689
-1,983
| -54% | -$116K | 0.03% | 262 |
|
|
2020
Q2 | $239K | Buy |
3,672
+2,066
| +129% | +$134K | 0.08% | 160 |
|
|
2020
Q1 | $95K | Buy |
+1,606
| New | +$95K | 0.04% | 254 |
|
|
2019
Q4 | – | Sell |
-2,051
| Closed | -$129K | – | 226 |
|
|
2019
Q3 | $129K | Sell |
2,051
-256
| -11% | -$16.1K | 0.04% | 276 |
|
|
2019
Q2 | $125K | Buy |
2,307
+899
| +64% | +$48.7K | 0.04% | 301 |
|
|
2019
Q1 | $76K | Buy |
+1,408
| New | +$76K | 0.03% | 366 |
|