Midland Wealth 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 | $444K | Sell |
6,440
-3,343
| -34% | -$231K | 0.02% | 126 |
|
|
2025
Q1 | $663K | Sell |
9,783
-2,532
| -21% | -$172K | 0.04% | 108 |
|
|
2024
Q4 | $553K | Sell |
12,315
-1,773
| -13% | -$79.6K | 0.03% | 126 |
|
|
2024
Q3 | $886K | Sell |
14,088
-821
| -6% | -$51.6K | 0.05% | 100 |
|
|
2024
Q2 | $881K | Sell |
14,909
-1,366
| -8% | -$80.7K | 0.05% | 99 |
|
|
2024
Q1 | $1.3M | Sell |
16,275
-378
| -2% | -$30.1K | 0.08% | 70 |
|
|
2023
Q4 | $1.31M | Buy |
+16,653
| New | +$1.31M | 0.09% | 65 |
|