Kingsview 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 | $1.73M | Sell |
25,092
-2,209
| -8% | -$152K | 0.03% | 460 |
|
|
2025
Q1 | $1.85M | Sell |
27,301
-157,333
| -85% | -$10.7M | 0.03% | 405 |
|
|
2024
Q4 | $8.29M | Buy |
184,634
+15,400
| +9% | +$691K | 0.16% | 140 |
|
|
2024
Q3 | $10.6M | Buy |
169,234
+3,105
| +2% | +$195K | 0.22% | 86 |
|
|
2024
Q2 | $9.81M | Buy |
166,129
+29,685
| +22% | +$1.75M | 0.23% | 88 |
|
|
2024
Q1 | $10.9M | Buy |
136,444
+7,088
| +5% | +$565K | 0.27% | 74 |
|
|
2023
Q4 | $10.2M | Buy |
129,356
+99,128
| +328% | +$7.83M | 0.31% | 71 |
|
|
2023
Q3 | $2.11M | Sell |
30,228
-3,296
| -10% | -$230K | 0.08% | 272 |
|
|
2023
Q2 | $2.32M | Sell |
33,524
-3,892
| -10% | -$269K | 0.09% | 224 |
|
|
2023
Q1 | $2.78M | Sell |
37,416
-2,193
| -6% | -$163K | 0.12% | 188 |
|
|
2022
Q4 | $3.69M | Sell |
39,609
-304
| -0.8% | -$28.3K | 0.16% | 148 |
|
|
2022
Q3 | $3.81M | Buy |
39,913
+1,728
| +5% | +$165K | 0.18% | 132 |
|
|
2022
Q2 | $3.54M | Sell |
38,185
-10,187
| -21% | -$944K | 0.17% | 136 |
|
|
2022
Q1 | $4.9M | Buy |
48,372
+13,445
| +38% | +$1.36M | 0.22% | 109 |
|
|
2021
Q4 | $3.6M | Buy |
34,927
+3,722
| +12% | +$384K | 0.15% | 149 |
|
|
2021
Q3 | $2.65M | Buy |
31,205
+1,449
| +5% | +$123K | 0.13% | 180 |
|
|
2021
Q2 | $2.45M | Buy |
29,756
+1,587
| +6% | +$131K | 0.12% | 184 |
|
|
2021
Q1 | $2.09M | Sell |
28,169
-9,441
| -25% | -$701K | 0.12% | 186 |
|
|
2020
Q4 | $2.57M | Buy |
37,610
+10,019
| +36% | +$684K | 0.19% | 126 |
|
|
2020
Q3 | $1.61M | Sell |
27,591
-838
| -3% | -$48.9K | 0.14% | 155 |
|
|
2020
Q2 | $1.85M | Sell |
28,429
-453
| -2% | -$29.4K | 0.18% | 135 |
|
|
2020
Q1 | $1.71M | Buy |
28,882
+13,105
| +83% | +$778K | 0.23% | 114 |
|
|
2019
Q4 | $1.17M | Buy |
15,777
+3,957
| +33% | +$294K | 0.15% | 176 |
|
|
2019
Q3 | $745K | Buy |
11,820
+92
| +0.8% | +$5.8K | 0.12% | 188 |
|
|
2019
Q2 | $639K | Sell |
11,728
-134
| -1% | -$7.3K | 0.11% | 203 |
|
|
2019
Q1 | $640K | Buy |
11,862
+5,713
| +93% | +$308K | 0.1% | 230 |
|
|
2018
Q4 | $403K | Sell |
6,149
-1,684
| -21% | -$110K | 0.09% | 239 |
|
|
2018
Q3 | $617K | Buy |
7,833
+3,522
| +82% | +$277K | 0.13% | 205 |
|
|
2018
Q2 | $277K | Sell |
4,311
-307
| -7% | -$19.7K | 0.07% | 272 |
|
|
2018
Q1 | $287K | Sell |
4,618
-411
| -8% | -$25.5K | 0.07% | 261 |
|
|
2017
Q4 | $365K | Buy |
5,029
+810
| +19% | +$58.8K | 0.13% | 215 |
|
|
2017
Q3 | $343K | Sell |
4,219
-3,548
| -46% | -$288K | 0.15% | 193 |
|
|
2017
Q2 | $625K | Buy |
7,767
+244
| +3% | +$19.6K | 0.32% | 102 |
|
|
2017
Q1 | $590K | Buy |
+7,523
| New | +$590K | 0.35% | 101 |
|