KKM Financial’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 | $3.48M | Buy |
50,476
+8,521
| +20% | +$588K | 1.21% | 31 |
|
|
2025
Q1 | $2.84M | Buy |
41,955
+17,461
| +71% | +$1.18M | 1.2% | 30 |
|
|
2024
Q4 | $1.1M | Sell |
24,494
-2,527
| -9% | -$113K | 0.46% | 61 |
|
|
2024
Q3 | $1.7M | Buy |
27,021
+1,369
| +5% | +$86.1K | 0.84% | 50 |
|
|
2024
Q2 | $1.52M | Buy |
25,652
+404
| +2% | +$23.9K | 0.72% | 56 |
|
|
2024
Q1 | $2.01M | Buy |
25,248
+5,546
| +28% | +$442K | 0.98% | 45 |
|
|
2023
Q4 | $1.56M | Buy |
+19,702
| New | +$1.56M | 0.98% | 47 |
|