Legacy Capital Wealth Partners’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 | $325K | Buy |
4,710
+537
| +13% | +$37K | 0.07% | 288 |
|
|
2025
Q1 | $283K | Buy |
+4,173
| New | +$283K | 0.07% | 288 |
|
|
2024
Q1 | – | Sell |
-8,982
| Closed | -$709K | – | 167 |
|
|
2023
Q4 | $709K | Sell |
8,982
-1,055
| -11% | -$83.3K | 0.2% | 105 |
|
|
2023
Q3 | $701K | Buy |
+10,037
| New | +$701K | 0.19% | 111 |
|
|
2023
Q2 | – | Sell |
-8,959
| Closed | -$666K | – | 86 |
|
|
2023
Q1 | $666K | Buy |
+8,959
| New | +$666K | 0.18% | 110 |
|