LIA
Luken Investment Analytics’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Hold |
3,881
| – | – | 0.12% | 45 |
|
|
2025
Q1 | $263K | Sell |
3,881
-393
| -9% | -$26.6K | 0.12% | 42 |
|
|
2024
Q4 | $192K | Hold |
4,274
| – | – | 0.09% | 46 |
|
|
2024
Q3 | $269K | Hold |
4,274
| – | – | 0.12% | 45 |
|
|
2024
Q2 | $252K | Hold |
4,274
| – | – | 0.13% | 46 |
|
|
2024
Q1 | $341K | Hold |
4,274
| – | – | 0.17% | 38 |
|
|
2023
Q4 | $337K | Sell |
4,274
-290
| -6% | -$22.9K | 0.18% | 37 |
|
|
2023
Q3 | $319K | Hold |
4,564
| – | – | 0.18% | 39 |
|
|
2023
Q2 | $316K | Hold |
4,564
| – | – | 0.18% | 33 |
|
|
2023
Q1 | $339K | Hold |
4,564
| – | – | 0.2% | 31 |
|
|
2022
Q4 | $425K | Buy |
+4,564
| New | +$425K | 0.27% | 27 |
|
|
2020
Q4 | $358K | Buy |
+5,246
| New | +$358K | 0.27% | 24 |
|