Legend 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 | $8.62K | Buy |
+125
| New | +$8.62K | 0.01% | 120 |
|
|
2025
Q1 | – | Sell |
-125
| Closed | -$5.61K | – | 82 |
|
|
2024
Q4 | $5.61K | Hold |
125
| – | – | ﹤0.01% | 148 |
|
|
2024
Q3 | $7.86K | Hold |
125
| – | – | 0.01% | 112 |
|
|
2024
Q2 | $7.38K | Sell |
125
-25
| -17% | -$1.48K | 0.01% | 170 |
|
|
2024
Q1 | $12K | Buy |
150
+100
| +200% | +$7.98K | 0.01% | 126 |
|
|
2023
Q4 | $3.95K | Buy |
+50
| New | +$3.95K | ﹤0.01% | 158 |
|
|
2023
Q3 | – | Sell |
-225
| Closed | -$15.6K | – | 197 |
|
|
2023
Q2 | $15.6K | Buy |
225
+53
| +31% | +$3.66K | 0.01% | 117 |
|
|
2023
Q1 | $12.8K | Sell |
172
-75
| -30% | -$5.57K | 0.01% | 133 |
|
|
2022
Q4 | $23K | Buy |
247
+225
| +1,023% | +$21K | 0.02% | 107 |
|
|
2022
Q3 | $2.1K | Buy |
+22
| New | +$2.1K | ﹤0.01% | 207 |
|