IHWM
Iron Horse Wealth Management’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.9K | Buy |
1,129
+105
| +10% | +$7.24K | 0.02% | 106 |
|
|
2025
Q1 | $69.4K | Sell |
1,024
-329
| -24% | -$22.3K | 0.02% | 105 |
|
|
2024
Q4 | $60.7K | Hold |
1,353
| – | – | 0.02% | 101 |
|
|
2024
Q3 | $85.1K | Hold |
1,353
| – | – | 0.03% | 76 |
|
|
2024
Q2 | $79.9K | Hold |
1,353
| – | – | 0.03% | 73 |
|
|
2024
Q1 | $108K | Sell |
1,353
-100
| -7% | -$7.98K | 0.04% | 57 |
|
|
2023
Q4 | $115K | Hold |
1,453
| – | – | 0.05% | 51 |
|
|
2023
Q3 | $101K | Buy |
1,453
+209
| +17% | +$14.6K | 0.05% | 52 |
|
|
2023
Q2 | $86K | Hold |
1,244
| – | – | 0.04% | 56 |
|
|
2023
Q1 | $92.4K | Hold |
1,244
| – | – | 0.05% | 56 |
|
|
2022
Q4 | $116K | Buy |
+1,244
| New | +$116K | 0.06% | 51 |
|
|
2022
Q3 | – | Sell |
-1,248
| Closed | -$116K | – | 172 |
|
|
2022
Q2 | $116K | Buy |
1,248
+4
| +0.3% | +$372 | 0.07% | 47 |
|
|
2022
Q1 | $126K | Hold |
1,244
| – | – | 0.07% | 50 |
|
|
2021
Q4 | $128K | Hold |
1,244
| – | – | 0.07% | 51 |
|
|
2021
Q3 | $106K | Hold |
1,244
| – | – | 0.07% | 51 |
|
|
2021
Q2 | $104K | Hold |
1,244
| – | – | 0.07% | 54 |
|
|
2021
Q1 | $94K | Hold |
1,244
| – | – | 0.07% | 54 |
|
|
2020
Q4 | $85K | Buy |
+1,244
| New | +$85K | 0.07% | 55 |
|