Laraway 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Hold |
3,085
| – | – | 0.16% | 117 |
|
|
2025
Q1 | $209K | Hold |
3,085
| – | – | 0.17% | 115 |
|
|
2024
Q4 | $138K | Sell |
3,085
-250
| -7% | -$11.2K | 0.11% | 118 |
|
|
2024
Q3 | $210K | Buy |
3,335
+660
| +25% | +$41.5K | 0.17% | 111 |
|
|
2024
Q2 | $158K | Buy |
2,675
+50
| +2% | +$2.95K | 0.14% | 111 |
|
|
2024
Q1 | $209K | Hold |
2,625
| – | – | 0.18% | 106 |
|
|
2023
Q4 | $207K | Buy |
2,625
+285
| +12% | +$22.5K | 0.2% | 104 |
|
|
2023
Q3 | $163K | Hold |
2,340
| – | – | 0.17% | 105 |
|
|
2023
Q2 | $162K | Sell |
2,340
-200
| -8% | -$13.8K | 0.16% | 105 |
|
|
2023
Q1 | $189K | Hold |
2,540
| – | – | 0.19% | 105 |
|
|
2022
Q4 | $237K | Buy |
2,540
+10
| +0.4% | +$932 | 0.25% | 100 |
|
|
2022
Q3 | $241K | Buy |
2,530
+150
| +6% | +$14.3K | 0.27% | 95 |
|
|
2022
Q2 | $220K | Sell |
2,380
-150
| -6% | -$13.9K | 0.23% | 99 |
|
|
2022
Q1 | $256K | Hold |
2,530
| – | – | 0.23% | 100 |
|
|
2021
Q4 | $260K | Buy |
+2,530
| New | +$260K | 0.23% | 94 |
|