Ledge Wealth Management’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 | $1.42M | Sell |
17,929
-1,906
| -10% | -$150K | 0.55% | 40 |
|
|
2023
Q3 | $1.38M | Sell |
19,835
-6,474
| -25% | -$452K | 0.62% | 41 |
|
|
2023
Q2 | $1.82M | Buy |
26,309
+1,115
| +4% | +$77.1K | 0.87% | 34 |
|
|
2023
Q1 | $1.87M | Buy |
25,194
+2,160
| +9% | +$161K | 0.89% | 37 |
|
|
2022
Q4 | $2.15M | Buy |
23,034
+3,993
| +21% | +$372K | 0.98% | 29 |
|
|
2022
Q3 | $1.82M | Sell |
19,041
-2,776
| -13% | -$265K | 1.11% | 23 |
|
|
2022
Q2 | $2.02M | Buy |
21,817
+3,708
| +20% | +$344K | 1.24% | 25 |
|
|
2022
Q1 | $1.83M | Buy |
+18,109
| New | +$1.83M | 1.14% | 27 |
|