KPP Advisory 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 | $212K | Buy |
3,069
+104
| +4% | +$7.17K | 0.03% | 296 |
|
|
2025
Q1 | $201K | Sell |
2,965
-4,156
| -58% | -$282K | 0.04% | 278 |
|
|
2024
Q4 | $320K | Sell |
7,121
-1,801
| -20% | -$80.8K | 0.08% | 191 |
|
|
2024
Q3 | $561K | Sell |
8,922
-640
| -7% | -$40.2K | 0.13% | 134 |
|
|
2024
Q2 | $565K | Buy |
9,562
+322
| +3% | +$19K | 0.15% | 121 |
|
|
2024
Q1 | $737K | Buy |
9,240
+511
| +6% | +$40.8K | 0.2% | 95 |
|
|
2023
Q4 | $689K | Sell |
8,729
-471
| -5% | -$37.2K | 0.61% | 42 |
|
|
2023
Q3 | $642K | Buy |
+9,200
| New | +$642K | 0.21% | 88 |
|