IAG Wealth Partners’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 | – | Sell |
-78
| Closed | -$5.28K | – | 506 |
|
|
2025
Q1 | $5.28K | Sell |
78
-157
| -67% | -$10.6K | ﹤0.01% | 394 |
|
|
2024
Q4 | $10.5K | Buy |
235
+2
| +0.9% | +$90 | ﹤0.01% | 339 |
|
|
2024
Q3 | $14.6K | Buy |
233
+2
| +0.9% | +$126 | ﹤0.01% | 307 |
|
|
2024
Q2 | $13.6K | Buy |
231
+2
| +0.9% | +$118 | ﹤0.01% | 303 |
|
|
2024
Q1 | $18.2K | Buy |
229
+2
| +0.9% | +$159 | ﹤0.01% | 247 |
|
|
2023
Q4 | $17.9K | Buy |
227
+57
| +34% | +$4.5K | ﹤0.01% | 239 |
|
|
2023
Q3 | $11.9K | Buy |
170
+1
| +0.6% | +$70 | ﹤0.01% | 278 |
|
|
2023
Q2 | $11.7K | Buy |
169
+1
| +0.6% | +$69 | ﹤0.01% | 297 |
|
|
2023
Q1 | $12.5K | Buy |
168
+1
| +0.6% | +$74 | ﹤0.01% | 278 |
|
|
2022
Q4 | $15.5K | Sell |
167
-94
| -36% | -$8.74K | ﹤0.01% | 241 |
|
|
2022
Q3 | $25K | Buy |
261
+1
| +0.4% | +$96 | 0.01% | 182 |
|
|
2022
Q2 | $24K | Buy |
260
+1
| +0.4% | +$92 | 0.01% | 183 |
|
|
2022
Q1 | $26K | Buy |
259
+24
| +10% | +$2.41K | 0.01% | 195 |
|
|
2021
Q4 | $24K | Buy |
235
+72
| +44% | +$7.35K | 0.01% | 203 |
|
|
2021
Q3 | $14K | Buy |
163
+2
| +1% | +$172 | 0.01% | 226 |
|
|
2021
Q2 | $14K | Buy |
161
+1
| +0.6% | +$87 | 0.01% | 219 |
|
|
2021
Q1 | $13K | Buy |
160
+1
| +0.6% | +$81 | 0.01% | 227 |
|
|
2020
Q4 | $11K | Buy |
159
+1
| +0.6% | +$69 | ﹤0.01% | 230 |
|
|
2020
Q3 | $10K | Buy |
158
+1
| +0.6% | +$63 | ﹤0.01% | 221 |
|
|
2020
Q2 | $11K | Buy |
157
+2
| +1% | +$140 | 0.01% | 207 |
|
|
2020
Q1 | $10K | Sell |
155
-214
| -58% | -$13.8K | 0.01% | 200 |
|
|
2019
Q4 | $28K | Buy |
+369
| New | +$28K | 0.02% | 150 |
|