HF Advisory Group’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 | $350K | Sell |
5,074
-1,312
| -21% | -$90.5K | 0.14% | 136 |
|
|
2025
Q1 | $433K | Sell |
6,386
-221
| -3% | -$15K | 0.19% | 127 |
|
|
2024
Q4 | $297K | Sell |
6,607
-7,620
| -54% | -$342K | 0.14% | 135 |
|
|
2024
Q3 | $895K | Sell |
14,227
-3,383
| -19% | -$213K | 0.42% | 90 |
|
|
2024
Q2 | $1.04M | Buy |
17,610
+2,976
| +20% | +$176K | 0.54% | 71 |
|
|
2024
Q1 | $1.17M | Buy |
14,634
+708
| +5% | +$56.5K | 0.65% | 56 |
|
|
2023
Q4 | $1.1M | Buy |
13,926
+3,643
| +35% | +$288K | 0.7% | 51 |
|
|
2023
Q3 | $730K | Sell |
10,283
-476
| -4% | -$33.8K | 0.54% | 67 |
|
|
2023
Q2 | $744K | Buy |
10,759
+1,067
| +11% | +$73.8K | 0.59% | 63 |
|
|
2023
Q1 | $720K | Buy |
9,692
+1,472
| +18% | +$109K | 0.64% | 57 |
|
|
2022
Q4 | $766K | Buy |
+8,220
| New | +$766K | 0.77% | 48 |
|