Insigneo Advisory Services’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 | $558K | Buy |
8,083
+3,759
| +87% | +$259K | 0.05% | 310 |
|
|
2025
Q1 | $293K | Sell |
4,324
-1,656
| -28% | -$112K | 0.03% | 421 |
|
|
2024
Q4 | $268K | Sell |
5,980
-1,886
| -24% | -$84.7K | 0.03% | 445 |
|
|
2024
Q3 | $495K | Buy |
7,866
+2,417
| +44% | +$152K | 0.05% | 316 |
|
|
2024
Q2 | $315K | Sell |
5,449
-3,629
| -40% | -$210K | 0.04% | 396 |
|
|
2024
Q1 | $724K | Buy |
9,078
+38
| +0.4% | +$3.03K | 0.09% | 201 |
|
|
2023
Q4 | $714K | Buy |
9,040
+47
| +0.5% | +$3.71K | 0.1% | 185 |
|
|
2023
Q3 | $628K | Buy |
8,993
+1,365
| +18% | +$95.3K | 0.13% | 156 |
|
|
2023
Q2 | $527K | Buy |
7,628
+1,519
| +25% | +$105K | 0.1% | 185 |
|
|
2023
Q1 | $454K | Buy |
6,109
+980
| +19% | +$72.8K | 0.14% | 153 |
|
|
2022
Q4 | $478K | Buy |
+5,129
| New | +$478K | 0.18% | 124 |
|