Greenwood Gearhart’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-300
| Closed | -$23.7K | – | 144 |
|
2023
Q4 | $23.7K | Buy |
+300
| New | +$23.7K | ﹤0.01% | 194 |
|
2017
Q4 | – | Sell |
-40,230
| Closed | -$3.27M | – | 62 |
|
2017
Q3 | $3.27M | Buy |
40,230
+5,318
| +15% | +$433K | 1.18% | 45 |
|
2017
Q2 | $2.81M | Buy |
34,912
+1,190
| +4% | +$95.7K | 1.07% | 45 |
|
2017
Q1 | $2.65M | Buy |
33,722
+5,840
| +21% | +$458K | 0.99% | 49 |
|
2016
Q4 | $2.2M | Sell |
27,882
-105
| -0.4% | -$8.29K | 0.9% | 49 |
|
2016
Q3 | $2.49M | Buy |
+27,987
| New | +$2.49M | 1.02% | 50 |
|