Greenup Street 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 | $1.25M | Buy |
18,050
+411
| +2% | +$28.4K | 0.22% | 58 |
|
|
2025
Q1 | $1.2M | Buy |
+17,639
| New | +$1.2M | 0.24% | 59 |
|
|
2024
Q3 | – | Sell |
-27,542
| Closed | -$1.63M | – | 86 |
|
|
2024
Q2 | $1.63M | Sell |
27,542
-4,059
| -13% | -$240K | 0.38% | 45 |
|
|
2024
Q1 | $2.52M | Buy |
31,601
+20,677
| +189% | +$1.65M | 0.63% | 35 |
|
|
2023
Q4 | $863K | Buy |
+10,924
| New | +$863K | 0.24% | 53 |
|
|
2023
Q2 | – | Sell |
-4,869
| Closed | -$362K | – | 98 |
|
|
2023
Q1 | $362K | Buy |
+4,869
| New | +$362K | 0.13% | 67 |
|
|
2022
Q3 | – | Sell |
-6,888
| Closed | -$638K | – | 76 |
|
|
2022
Q2 | $638K | Buy |
+6,888
| New | +$638K | 0.3% | 55 |
|
|
2022
Q1 | – | Sell |
-10,770
| Closed | -$1.11M | – | 80 |
|
|
2021
Q4 | $1.11M | Buy |
+10,770
| New | +$1.11M | 0.65% | 39 |
|