IHT 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 | $848K | Buy |
12,299
+753
| +7% | +$51.9K | 0.02% | 541 |
|
|
2025
Q1 | $782K | Sell |
11,546
-1,199
| -9% | -$81.2K | 0.02% | 539 |
|
|
2024
Q4 | $572K | Sell |
12,745
-37,704
| -75% | -$1.69M | 0.02% | 638 |
|
|
2024
Q3 | $3.17M | Sell |
50,449
-328
| -0.6% | -$20.6K | 0.09% | 229 |
|
|
2024
Q2 | $3M | Buy |
50,777
+12,789
| +34% | +$755K | 0.11% | 181 |
|
|
2024
Q1 | $3.03M | Buy |
37,988
+3,298
| +10% | +$263K | 0.12% | 170 |
|
|
2023
Q4 | $2.74M | Sell |
34,690
-5,653
| -14% | -$446K | 0.12% | 167 |
|
|
2023
Q3 | $2.82M | Buy |
40,343
+4,992
| +14% | +$349K | 0.14% | 147 |
|
|
2023
Q2 | $2.44M | Buy |
35,351
+14,490
| +69% | +$1M | 0.13% | 155 |
|
|
2023
Q1 | $1.55M | Sell |
20,861
-693
| -3% | -$51.5K | 0.09% | 227 |
|
|
2022
Q4 | $2.01M | Buy |
21,554
+737
| +4% | +$68.7K | 0.13% | 172 |
|
|
2022
Q3 | $1.99M | Buy |
20,817
+8,382
| +67% | +$799K | 0.15% | 148 |
|
|
2022
Q2 | $1.15M | Sell |
12,435
-1,154
| -8% | -$107K | 0.1% | 215 |
|
|
2022
Q1 | $1.38M | Sell |
13,589
-24
| -0.2% | -$2.43K | 0.1% | 198 |
|
|
2021
Q4 | $1.4M | Sell |
13,613
-521
| -4% | -$53.7K | 0.1% | 197 |
|
|
2021
Q3 | $1.2M | Sell |
14,134
-4,417
| -24% | -$375K | 0.1% | 210 |
|
|
2021
Q2 | $1.55M | Sell |
18,551
-161
| -0.9% | -$13.4K | 0.1% | 216 |
|
|
2021
Q1 | $1.41M | Sell |
18,712
-153
| -0.8% | -$11.5K | 0.1% | 205 |
|
|
2020
Q4 | $1.29M | Buy |
18,865
+1,512
| +9% | +$103K | 0.11% | 203 |
|
|
2020
Q3 | $1.01M | Buy |
17,353
+3,832
| +28% | +$224K | 0.1% | 205 |
|
|
2020
Q2 | $878K | Sell |
13,521
-4,812
| -26% | -$312K | 0.12% | 188 |
|
|
2020
Q1 | $1.09M | Sell |
18,333
-2,781
| -13% | -$165K | 0.16% | 151 |
|
|
2019
Q4 | $1.57M | Buy |
21,114
+7,676
| +57% | +$570K | 0.19% | 132 |
|
|
2019
Q3 | $850K | Buy |
13,438
+2,334
| +21% | +$148K | 0.12% | 209 |
|
|
2019
Q2 | $605K | Buy |
11,104
+1,842
| +20% | +$100K | 0.09% | 253 |
|
|
2019
Q1 | $500K | Buy |
9,262
+467
| +5% | +$25.2K | 0.08% | 265 |
|
|
2018
Q4 | $576K | Buy |
8,795
+1,490
| +20% | +$97.6K | 0.11% | 216 |
|
|
2018
Q3 | $575K | Buy |
7,305
+589
| +9% | +$46.4K | 0.12% | 205 |
|
|
2018
Q2 | $432K | Buy |
6,716
+372
| +6% | +$23.9K | 0.11% | 227 |
|
|
2018
Q1 | $387K | Sell |
6,344
-1,178
| -16% | -$71.9K | 0.1% | 227 |
|
|
2017
Q4 | $585K | Sell |
7,522
-59
| -0.8% | -$4.59K | 0.15% | 163 |
|
|
2017
Q3 | $563K | Buy |
7,581
+1,263
| +20% | +$93.8K | 0.24% | 101 |
|
|
2017
Q2 | $11 | Buy |
6,318
+420
| +7% | +$1 | 0.01% | 939 |
|
|
2017
Q1 | $454K | Buy |
5,898
+841
| +17% | +$64.7K | 0.3% | 78 |
|
|
2016
Q4 | $406K | Buy |
+5,057
| New | +$406K | 0.31% | 79 |
|