Impact Partnership Wealth’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 | $573K | Buy |
+8,306
| New | +$573K | 0.11% | 121 |
|
|
2024
Q3 | – | Sell |
-12,830
| Closed | -$758K | – | 249 |
|
|
2024
Q2 | $758K | Buy |
12,830
+12,790
| +31,975% | +$755K | 0.2% | 64 |
|
|
2024
Q1 | $3.23K | Sell |
40
-10,629
| -100% | -$857K | ﹤0.01% | 537 |
|
|
2023
Q4 | $842K | Buy |
10,669
+9,841
| +1,189% | +$777K | 0.31% | 41 |
|
|
2023
Q3 | $57.8K | Buy |
828
+125
| +18% | +$8.73K | 0.02% | 377 |
|
|
2023
Q2 | $48.6K | Buy |
+703
| New | +$48.6K | 0.02% | 258 |
|