Halpern Financial’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5.17K | Hold |
83
| – | – | ﹤0.01% | 181 |
|
|
2024
Q2 | $4.9K | Hold |
83
| – | – | ﹤0.01% | 179 |
|
|
2024
Q1 | $6.19K | Hold |
83
| – | – | ﹤0.01% | 177 |
|
|
2023
Q4 | $6.71K | Hold |
83
| – | – | ﹤0.01% | 195 |
|
|
2023
Q3 | $5.8K | Hold |
83
| – | – | ﹤0.01% | 181 |
|
|
2023
Q2 | $5.74K | Hold |
83
| – | – | ﹤0.01% | 211 |
|
|
2023
Q1 | $6.17K | Hold |
83
| – | – | ﹤0.01% | 145 |
|
|
2022
Q4 | $7.74K | Hold |
83
| – | – | ﹤0.01% | 143 |
|
|
2022
Q3 | $7.92K | Hold |
83
| – | – | ﹤0.01% | 149 |
|
|
2022
Q2 | $7.69K | Hold |
83
| – | – | ﹤0.01% | 178 |
|
|
2022
Q1 | $8.4K | Hold |
83
| – | – | ﹤0.01% | 177 |
|
|
2021
Q4 | $8.56K | Sell |
83
-146
| -64% | -$15.1K | ﹤0.01% | 195 |
|
|
2021
Q3 | $19.4K | Hold |
229
| – | – | 0.01% | 119 |
|
|
2021
Q2 | $19.1K | Hold |
229
| – | – | 0.01% | 108 |
|
|
2021
Q1 | $17.2K | Buy |
229
+146
| +176% | +$11K | 0.01% | 107 |
|
|
2020
Q4 | $5.67K | Hold |
83
| – | – | ﹤0.01% | 157 |
|
|
2020
Q3 | $4.85K | Hold |
83
| – | – | ﹤0.01% | 156 |
|
|
2020
Q2 | $5.39K | Hold |
83
| – | – | ﹤0.01% | 127 |
|
|
2020
Q1 | $4.92K | Hold |
83
| – | – | ﹤0.01% | 117 |
|
|
2019
Q4 | $6.17K | Buy |
+83
| New | +$6.17K | ﹤0.01% | 140 |
|