Jupiter 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
+5,000
| New | +$330K | 0.17% | 71 |
|
|
2024
Q4 | – | Sell |
-2,000
| Closed | -$126K | – | 91 |
|
|
2024
Q3 | $126K | Hold |
2,000
| – | – | 0.06% | 86 |
|
|
2024
Q2 | $121K | Sell |
2,000
-500
| -20% | -$30.2K | 0.06% | 91 |
|
|
2024
Q1 | $137K | Sell |
2,500
-29,248
| -92% | -$1.61M | 0.07% | 89 |
|
|
2023
Q4 | $2.51M | Buy |
31,748
+4,347
| +16% | +$343K | 1.47% | 20 |
|
|
2023
Q3 | $1.85M | Sell |
27,401
-9,324
| -25% | -$631K | 1.2% | 22 |
|
|
2023
Q2 | $2.54M | Sell |
36,725
-2,723
| -7% | -$188K | 2.18% | 13 |
|
|
2023
Q1 | $2.93M | Sell |
39,448
-2,750
| -7% | -$204K | 2.7% | 10 |
|
|
2022
Q4 | $3.93M | Hold |
42,198
| – | – | 3.8% | 9 |
|
|
2022
Q3 | $4.02M | Hold |
42,198
| – | – | 4.04% | 6 |
|
|
2022
Q2 | $3.91M | Hold |
42,198
| – | – | 3.56% | 8 |
|
|
2022
Q1 | $4.27M | Hold |
42,198
| – | – | 2.67% | 15 |
|
|
2021
Q4 | $4.35M | Sell |
42,198
-6,075
| -13% | -$627K | 2.26% | 13 |
|
|
2021
Q3 | $4.49M | Sell |
48,273
-500
| -1% | -$46.5K | 2.12% | 16 |
|
|
2021
Q2 | $3.96M | Buy |
48,773
+2,933
| +6% | +$238K | 1.9% | 17 |
|
|
2021
Q1 | $3.5M | Buy |
45,840
+15,295
| +50% | +$1.17M | 1.77% | 20 |
|
|
2020
Q4 | $2.09M | Buy |
30,545
+7,500
| +33% | +$512K | 1.28% | 24 |
|
|
2020
Q3 | $1.35M | Sell |
23,045
-47,895
| -68% | -$2.8M | 0.95% | 28 |
|
|
2020
Q2 | $4.53M | Buy |
70,940
+3,955
| +6% | +$253K | 2.27% | 19 |
|
|
2020
Q1 | $4M | Buy |
+66,985
| New | +$4M | 2.33% | 21 |
|