Leo Wealth LLC’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 | $538K | Buy |
+7,793
| New | +$538K | 0.04% | 223 |
|
|
2025
Q1 | – | Sell |
-4,847
| Closed | -$258K | – | 297 |
|
|
2024
Q4 | $258K | Sell |
4,847
-1,201
| -20% | -$63.9K | 0.02% | 306 |
|
|
2024
Q3 | $380K | Sell |
6,048
-49
| -0.8% | -$3.08K | 0.03% | 253 |
|
|
2024
Q2 | $357K | Sell |
6,097
-948
| -13% | -$55.5K | 0.04% | 256 |
|
|
2024
Q1 | $561K | Sell |
7,045
-414
| -6% | -$33K | 0.06% | 200 |
|
|
2023
Q4 | $578K | Buy |
+7,459
| New | +$578K | 0.06% | 189 |
|