Insight Wealth Strategies’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-22,255
| Closed | -$1.76M | – | 167 |
|
|
2023
Q4 | $1.76M | Buy |
22,255
+3,373
| +18% | +$266K | 0.28% | 85 |
|
|
2023
Q3 | $1.32M | Buy |
18,882
+2,390
| +14% | +$167K | 0.25% | 84 |
|
|
2023
Q2 | $1.14M | Buy |
16,492
+237
| +1% | +$16.4K | 0.22% | 86 |
|
|
2023
Q1 | $1.21M | Buy |
16,255
+254
| +2% | +$18.9K | 0.24% | 79 |
|
|
2022
Q4 | $1.49M | Buy |
16,001
+337
| +2% | +$31.4K | 0.29% | 58 |
|
|
2022
Q3 | $1.45M | Hold |
15,664
| – | – | 0.27% | 60 |
|
|
2022
Q2 | $1.45M | Buy |
+15,664
| New | +$1.45M | 0.27% | 60 |
|
|
2021
Q2 | – | Sell |
-3,710
| Closed | -$279K | – | 198 |
|
|
2021
Q1 | $279K | Buy |
3,710
+36
| +1% | +$2.71K | 0.04% | 184 |
|
|
2020
Q4 | $251K | Sell |
3,674
-511
| -12% | -$34.9K | 0.04% | 192 |
|
|
2020
Q3 | $244K | Buy |
4,185
+519
| +14% | +$30.3K | 0.05% | 173 |
|
|
2020
Q2 | $238K | Buy |
3,666
+165
| +5% | +$10.7K | 0.05% | 151 |
|
|
2020
Q1 | $208K | Buy |
+3,501
| New | +$208K | 0.06% | 140 |
|