Janiczek Wealth Management’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $42.7K | Sell |
723
-1,032
| -59% | -$61K | 0.01% | 429 |
|
|
2024
Q1 | $140K | Buy |
1,755
+489
| +39% | +$39K | 0.03% | 237 |
|
|
2023
Q4 | $100K | Buy |
1,266
+333
| +36% | +$26.3K | 0.02% | 266 |
|
|
2023
Q3 | $65.1K | Sell |
933
-21
| -2% | -$1.47K | 0.02% | 327 |
|
|
2023
Q2 | $66K | Sell |
954
-799
| -46% | -$55.2K | 0.02% | 286 |
|
|
2023
Q1 | $131K | Sell |
1,753
-417
| -19% | -$31.2K | 0.04% | 172 |
|
|
2022
Q4 | $194K | Sell |
2,170
-197
| -8% | -$17.6K | 0.05% | 121 |
|
|
2022
Q3 | $209K | Buy |
2,367
+430
| +22% | +$38K | 0.07% | 94 |
|
|
2022
Q2 | $185K | Sell |
1,937
-217
| -10% | -$20.7K | 0.06% | 110 |
|
|
2022
Q1 | $218K | Buy |
2,154
+180
| +9% | +$18.2K | 0.06% | 106 |
|
|
2021
Q4 | $204K | Sell |
1,974
-52
| -3% | -$5.37K | 0.06% | 103 |
|
|
2021
Q3 | $172K | Buy |
2,026
+432
| +27% | +$36.7K | 0.06% | 110 |
|
|
2021
Q2 | $133K | Buy |
1,594
+66
| +4% | +$5.51K | 0.05% | 118 |
|
|
2021
Q1 | $115K | Buy |
1,528
+489
| +47% | +$36.8K | 0.05% | 126 |
|
|
2020
Q4 | $71K | Buy |
1,039
+875
| +534% | +$59.8K | 0.03% | 144 |
|
|
2020
Q3 | $10K | Sell |
164
-42
| -20% | -$2.56K | 0.01% | 232 |
|
|
2020
Q2 | $13K | Hold |
206
| – | – | 0.01% | 136 |
|
|
2020
Q1 | $12K | Sell |
206
-22
| -10% | -$1.28K | 0.01% | 99 |
|
|
2019
Q4 | $17K | Buy |
228
+206
| +936% | +$15.4K | 0.01% | 98 |
|
|
2019
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 142 |
|
|
2019
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 169 |
|
|
2019
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 147 |
|
|
2018
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 146 |
|
|
2018
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 124 |
|
|
2018
Q2 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 140 |
|