Keynote Financial 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 | $2.06M | Sell |
29,874
-2,502
| -8% | -$173K | 1.39% | 13 |
|
|
2025
Q1 | $2.19M | Sell |
32,376
-9
| -0% | -$610 | 1.57% | 13 |
|
|
2024
Q4 | $1.45M | Buy |
32,385
+4,034
| +14% | +$181K | 1.12% | 23 |
|
|
2024
Q3 | $1.78M | Buy |
28,351
+3,320
| +13% | +$209K | 1.36% | 15 |
|
|
2024
Q2 | $1.48M | Buy |
25,031
+1,168
| +5% | +$69K | 1.24% | 21 |
|
|
2024
Q1 | $1.9M | Buy |
+23,863
| New | +$1.9M | 1.6% | 11 |
|