Mayflower 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 | $588K | Buy |
8,530
+23
| +0.3% | +$1.59K | 0.08% | 214 |
|
|
2025
Q1 | $576K | Sell |
8,507
-975
| -10% | -$66.1K | 0.09% | 210 |
|
|
2024
Q4 | $426K | Sell |
9,482
-1,781
| -16% | -$80K | 0.06% | 245 |
|
|
2024
Q3 | $708K | Buy |
11,263
+56
| +0.5% | +$3.52K | 0.11% | 174 |
|
|
2024
Q2 | $662K | Sell |
11,207
-381
| -3% | -$22.5K | 0.11% | 180 |
|
|
2024
Q1 | $924K | Sell |
11,588
-448
| -4% | -$35.7K | 0.15% | 136 |
|
|
2023
Q4 | $950K | Sell |
12,036
-415
| -3% | -$32.8K | 0.13% | 139 |
|
|
2023
Q3 | $869K | Buy |
12,451
+62
| +0.5% | +$4.33K | 0.13% | 136 |
|
|
2023
Q2 | $856K | Sell |
12,389
-247
| -2% | -$17.1K | 0.11% | 149 |
|
|
2023
Q1 | $939K | Buy |
12,636
+213
| +2% | +$15.8K | 0.12% | 136 |
|
|
2022
Q4 | $1.16M | Buy |
12,423
+165
| +1% | +$15.4K | 0.16% | 109 |
|
|
2022
Q3 | $1.17M | Buy |
12,258
+32
| +0.3% | +$3.05K | 0.19% | 97 |
|
|
2022
Q2 | $1.13M | Sell |
12,226
-21
| -0.2% | -$1.95K | 0.17% | 105 |
|
|
2022
Q1 | $1.24M | Sell |
12,247
-769
| -6% | -$77.9K | 0.17% | 97 |
|
|
2021
Q4 | $1.34M | Buy |
13,016
+260
| +2% | +$26.8K | 0.18% | 89 |
|
|
2021
Q3 | $1.08M | Buy |
12,756
+341
| +3% | +$29K | 0.15% | 100 |
|
|
2021
Q2 | $1.04M | Buy |
12,415
+51
| +0.4% | +$4.26K | 0.14% | 98 |
|
|
2021
Q1 | $930K | Buy |
12,364
+910
| +8% | +$68.4K | 0.14% | 106 |
|
|
2020
Q4 | $782K | Buy |
+11,454
| New | +$782K | 0.13% | 114 |
|