Meridian 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 | $376K | Hold |
5,457
| – | – | 0.24% | 82 |
|
|
2025
Q1 | $370K | Hold |
5,457
| – | – | 0.26% | 75 |
|
|
2024
Q4 | $245K | Sell |
5,457
-1,274
| -19% | -$57.2K | 0.17% | 100 |
|
|
2024
Q3 | $423K | Buy |
6,731
+253
| +4% | +$15.9K | 0.28% | 67 |
|
|
2024
Q2 | $383K | Buy |
6,478
+152
| +2% | +$8.98K | 0.28% | 68 |
|
|
2024
Q1 | $505K | Sell |
6,326
-299
| -5% | -$23.8K | 0.38% | 51 |
|
|
2023
Q4 | $523K | Buy |
6,625
+2
| +0% | +$158 | 0.41% | 48 |
|
|
2023
Q3 | $462K | Buy |
6,623
+3
| +0% | +$209 | 0.43% | 46 |
|
|
2023
Q2 | $458K | Buy |
6,620
+1
| +0% | +$69 | 0.41% | 49 |
|
|
2023
Q1 | $492K | Buy |
6,619
+2
| +0% | +$149 | 0.48% | 45 |
|
|
2022
Q4 | $617K | Buy |
6,617
+4
| +0.1% | +$373 | 0.65% | 35 |
|
|
2022
Q3 | $631K | Buy |
6,613
+57
| +0.9% | +$5.44K | 0.73% | 31 |
|
|
2022
Q2 | $607K | Buy |
6,556
+9
| +0.1% | +$834 | 0.68% | 32 |
|
|
2022
Q1 | $663K | Buy |
6,547
+7
| +0.1% | +$709 | 0.69% | 37 |
|
|
2021
Q4 | $675K | Buy |
+6,540
| New | +$675K | 0.63% | 38 |
|