Insight Folios’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$519K Buy
8,250
+282
+4% +$17.7K 0.19% 62
2024
Q2
$471K Sell
7,968
-100
-1% -$5.91K 0.19% 64
2024
Q1
$644K Buy
8,068
+345
+4% +$27.5K 0.26% 50
2023
Q4
$610K Buy
7,723
+68
+0.9% +$5.37K 0.26% 48
2023
Q3
$534K Buy
7,655
+3
+0% +$209 0.26% 43
2023
Q2
$529K Buy
+7,652
New +$529K 0.22% 51