Legacy Capital Group California’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 | $1.02M | Sell |
14,717
-384
| -3% | -$26.5K | 0.28% | 93 |
|
|
2025
Q1 | $1.02M | Sell |
15,101
-133
| -0.9% | -$9.01K | 0.36% | 54 |
|
|
2024
Q4 | $684K | Sell |
15,234
-88
| -0.6% | -$3.95K | 0.21% | 134 |
|
|
2024
Q3 | $963K | Sell |
15,322
-386
| -2% | -$24.3K | 0.32% | 76 |
|
|
2024
Q2 | $928K | Buy |
15,708
+5,165
| +49% | +$305K | 0.33% | 80 |
|
|
2024
Q1 | $841K | Sell |
10,543
-222
| -2% | -$17.7K | 0.31% | 100 |
|
|
2023
Q4 | $850K | Buy |
10,765
+72
| +0.7% | +$5.69K | 0.33% | 83 |
|
|
2023
Q3 | $747K | Sell |
10,693
-9,538
| -47% | -$666K | 0.32% | 89 |
|
|
2023
Q2 | $1.4M | Buy |
20,231
+2,960
| +17% | +$205K | 0.58% | 28 |
|
|
2023
Q1 | $1.28M | Buy |
+17,271
| New | +$1.28M | 0.63% | 42 |
|