HB 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 | $2.27M | Sell |
32,876
-17
| -0.1% | -$1.17K | 0.02% | 339 |
|
|
2025
Q1 | $2.23M | Buy |
32,893
+12,864
| +64% | +$872K | 0.02% | 351 |
|
|
2024
Q4 | $899K | Buy |
20,029
+2,262
| +13% | +$102K | 0.01% | 429 |
|
|
2024
Q3 | $1.12M | Sell |
17,767
-3,350
| -16% | -$211K | 0.01% | 364 |
|
|
2024
Q2 | $1.25M | Sell |
21,117
-3,641
| -15% | -$215K | 0.01% | 326 |
|
|
2024
Q1 | $1.97M | Buy |
24,758
+841
| +4% | +$67.1K | 0.02% | 249 |
|
|
2023
Q4 | $1.89M | Sell |
23,917
-3,996
| -14% | -$316K | 0.03% | 236 |
|
|
2023
Q3 | $1.95M | Buy |
27,913
+2,856
| +11% | +$199K | 0.03% | 210 |
|
|
2023
Q2 | $1.73M | Buy |
25,057
+1,168
| +5% | +$80.7K | 0.03% | 223 |
|
|
2023
Q1 | $1.78M | Sell |
23,889
-188
| -0.8% | -$14K | 0.03% | 208 |
|
|
2022
Q4 | $2.24M | Buy |
24,077
+1,977
| +9% | +$184K | 0.04% | 186 |
|
|
2022
Q3 | $2.11M | Buy |
22,100
+1,471
| +7% | +$140K | 0.04% | 172 |
|
|
2022
Q2 | $1.91M | Buy |
20,629
+7,916
| +62% | +$733K | 0.04% | 179 |
|
|
2022
Q1 | $1.29M | Buy |
12,713
+1,110
| +10% | +$112K | 0.02% | 237 |
|
|
2021
Q4 | $1.2M | Buy |
+11,603
| New | +$1.2M | 0.02% | 220 |
|