JDM Financial Group’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 | $6.21K | Hold |
90
| – | – | ﹤0.01% | 206 |
|
2025
Q1 | $6.1K | Sell |
90
-80
| -47% | -$5.42K | ﹤0.01% | 205 |
|
2024
Q4 | $7.63K | Sell |
170
-17
| -9% | -$763 | ﹤0.01% | 197 |
|
2024
Q3 | $11.8K | Buy |
187
+97
| +108% | +$6.1K | 0.01% | 161 |
|
2024
Q2 | $5.32K | Sell |
90
-32
| -26% | -$1.89K | ﹤0.01% | 186 |
|
2024
Q1 | $9.73K | Hold |
122
| – | – | 0.01% | 143 |
|
2023
Q4 | $9.63K | Hold |
122
| – | – | 0.01% | 135 |
|
2023
Q3 | $8.52K | Hold |
122
| – | – | 0.01% | 136 |
|
2023
Q2 | $8.43K | Hold |
122
| – | – | 0.01% | 142 |
|
2023
Q1 | $9.07K | Hold |
122
| – | – | 0.01% | 141 |
|
2022
Q4 | $11.4K | Buy |
+122
| New | +$11.4K | 0.01% | 123 |
|