Landmark Financial Advisors’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $329K | Buy |
4,166
+153
| +4% | +$12.1K | 0.12% | 71 |
|
|
2023
Q3 | $280K | Buy |
4,013
+127
| +3% | +$8.87K | 0.11% | 75 |
|
|
2023
Q2 | $269K | Sell |
3,886
-220
| -5% | -$15.2K | 0.11% | 77 |
|
|
2023
Q1 | $305K | Buy |
4,106
+113
| +3% | +$8.4K | 0.13% | 70 |
|
|
2022
Q4 | $372K | Buy |
3,993
+155
| +4% | +$14.4K | 0.17% | 65 |
|
|
2022
Q3 | $366K | Buy |
3,838
+60
| +2% | +$5.72K | 0.19% | 60 |
|
|
2022
Q2 | $350K | Sell |
3,778
-20
| -0.5% | -$1.85K | 0.17% | 62 |
|
|
2022
Q1 | $387K | Buy |
3,798
+100
| +3% | +$10.2K | 0.19% | 60 |
|
|
2021
Q4 | $381K | Buy |
3,698
+351
| +10% | +$36.2K | 0.17% | 62 |
|
|
2021
Q3 | $252K | Sell |
3,347
-145
| -4% | -$10.9K | 0.14% | 62 |
|
|
2021
Q2 | $291K | Buy |
3,492
+145
| +4% | +$12.1K | 0.14% | 64 |
|
|
2021
Q1 | $252K | Buy |
3,347
+170
| +5% | +$12.8K | 0.14% | 62 |
|
|
2020
Q4 | $242K | Buy |
+3,177
| New | +$242K | 0.14% | 62 |
|