Lauer Wealth’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 | – | Sell |
-4,548
| Closed | -$296K | – | 52 |
|
|
2025
Q1 | $296K | Sell |
4,548
-1,212
| -21% | -$78.8K | 0.23% | 35 |
|
|
2024
Q4 | $259K | Sell |
5,760
-243
| -4% | -$10.9K | 0.17% | 30 |
|
|
2024
Q3 | $341K | Sell |
6,003
-2,116
| -26% | -$120K | 0.26% | 27 |
|
|
2024
Q2 | $473K | Sell |
8,119
-702
| -8% | -$40.9K | 0.37% | 21 |
|
|
2024
Q1 | $615K | Sell |
8,821
-94
| -1% | -$6.56K | 0.53% | 24 |
|
|
2023
Q4 | $659K | Sell |
8,915
-4,383
| -33% | -$324K | 0.61% | 24 |
|
|
2023
Q3 | $951K | Sell |
13,298
-322
| -2% | -$23K | 1.03% | 18 |
|
|
2023
Q2 | $1.03M | Buy |
13,620
+3,649
| +37% | +$275K | 1.06% | 19 |
|
|
2023
Q1 | $726K | Buy |
+9,971
| New | +$726K | 0.91% | 18 |
|