Moran Wealth Management’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-38,205
| Closed | -$2.4M | – | 425 |
|
|
2024
Q3 | $2.4M | Sell |
38,205
-128,902
| -77% | -$8.11M | 0.07% | 249 |
|
|
2024
Q2 | $9.87M | Buy |
167,107
+62,423
| +60% | +$3.69M | 0.32% | 103 |
|
|
2024
Q1 | $8.35M | Buy |
104,684
+82,096
| +363% | +$6.55M | 0.27% | 127 |
|
|
2023
Q4 | $1.78M | Buy |
22,588
+11,813
| +110% | +$933K | 0.06% | 255 |
|
|
2023
Q3 | $752K | Buy |
+10,775
| New | +$752K | 0.03% | 274 |
|