Kingswood Wealth Advisors’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 | $1.08M | Sell |
15,606
-68
| -0.4% | -$4.69K | 0.09% | 252 |
|
|
2025
Q1 | $1.06M | Sell |
15,674
-6,687
| -30% | -$454K | 0.1% | 231 |
|
|
2024
Q4 | $1M | Sell |
22,361
-10,682
| -32% | -$480K | 0.08% | 271 |
|
|
2024
Q3 | $2.07M | Buy |
33,043
+12,967
| +65% | +$811K | 0.15% | 159 |
|
|
2024
Q2 | $1.19M | Sell |
20,076
-4,470
| -18% | -$264K | 0.11% | 204 |
|
|
2024
Q1 | $1.96M | Sell |
24,546
-3,874
| -14% | -$309K | 0.23% | 100 |
|
|
2023
Q4 | $2.24M | Buy |
28,420
+20,190
| +245% | +$1.59M | 0.25% | 85 |
|
|
2023
Q3 | $1.39M | Sell |
8,230
-16,646
| -67% | -$2.81M | 0.24% | 114 |
|
|
2023
Q2 | $1.43M | Buy |
+24,876
| New | +$1.43M | 0.46% | 50 |
|