Householder Group Estate & Retirement Specialist’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-3
| Closed | – | – | 678 |
|
2024
Q3 | $0 | Sell |
3
-26
| -90% | – | ﹤0.01% | 1193 |
|
2024
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 1122 |
|
2024
Q1 | $2.35K | Sell |
29
-14
| -33% | -$1.14K | ﹤0.01% | 1031 |
|
2023
Q4 | $3K | Hold |
43
| – | – | ﹤0.01% | 940 |
|
2023
Q3 | $3.02K | Buy |
+43
| New | +$3.02K | ﹤0.01% | 1014 |
|
2023
Q1 | $12K | Buy |
+156
| New | +$12K | ﹤0.01% | 750 |
|
2022
Q4 | – | Sell |
-233
| Closed | -$22K | – | 477 |
|
2022
Q3 | $22K | Buy |
+233
| New | +$22K | 0.01% | 556 |
|