LifePlan Financial’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 | $1.44M | Buy |
20,866
+1,872
| +10% | +$129K | 1.19% | 24 |
|
|
2025
Q1 | $1.29M | Sell |
18,994
-2,069
| -10% | -$140K | 1.12% | 25 |
|
|
2024
Q4 | $946K | Sell |
21,063
-874
| -4% | -$39.2K | 0.84% | 36 |
|
|
2024
Q3 | $1.38M | Buy |
21,937
+2,375
| +12% | +$149K | 1.18% | 23 |
|
|
2024
Q2 | $1.16M | Buy |
19,562
+1,251
| +7% | +$73.9K | 1.06% | 27 |
|
|
2024
Q1 | $1.46M | Sell |
18,311
-1,708
| -9% | -$136K | 1.34% | 19 |
|
|
2023
Q4 | $1.58M | Buy |
+20,019
| New | +$1.58M | 1.58% | 15 |
|