Pacific Center for Financial Services’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 | $17.2K | Hold |
250
| – | – | ﹤0.01% | 266 |
|
|
2025
Q1 | $16.9K | Hold |
250
| – | – | ﹤0.01% | 266 |
|
|
2024
Q4 | $11.2K | Hold |
250
| – | – | ﹤0.01% | 298 |
|
|
2024
Q3 | $15.7K | Hold |
250
| – | – | ﹤0.01% | 272 |
|
|
2024
Q2 | $14.8K | Hold |
250
| – | – | ﹤0.01% | 270 |
|
|
2024
Q1 | $19.9K | Hold |
250
| – | – | 0.01% | 247 |
|
|
2023
Q4 | $19.7K | Hold |
250
| – | – | 0.01% | 229 |
|
|
2023
Q3 | $17.5K | Hold |
250
| – | – | 0.01% | 247 |
|
|
2023
Q2 | $17.3K | Hold |
250
| – | – | 0.01% | 246 |
|
|
2023
Q1 | $18.6K | Buy |
+250
| New | +$18.6K | 0.01% | 237 |
|
|
2022
Q3 | $24K | Hold |
250
| – | – | 0.01% | 208 |
|
|
2022
Q2 | $23K | Hold |
250
| – | – | 0.01% | 207 |
|
|
2022
Q1 | $25K | Hold |
250
| – | – | 0.01% | 210 |
|
|
2021
Q4 | $26K | Hold |
250
| – | – | 0.01% | 209 |
|
|
2021
Q3 | $21K | Hold |
250
| – | – | 0.01% | 226 |
|
|
2021
Q2 | $21K | Hold |
250
| – | – | 0.01% | 218 |
|
|
2021
Q1 | $19K | Hold |
250
| – | – | 0.01% | 211 |
|
|
2020
Q4 | $17K | Sell |
250
-301
| -55% | -$20.5K | 0.01% | 220 |
|
|
2020
Q3 | $32K | Hold |
551
| – | – | 0.01% | 146 |
|
|
2020
Q2 | $36K | Sell |
551
-75
| -12% | -$4.9K | 0.02% | 132 |
|
|
2020
Q1 | $37K | Hold |
626
| – | – | 0.02% | 118 |
|
|
2019
Q4 | $47K | Hold |
626
| – | – | 0.02% | 125 |
|
|
2019
Q3 | $39K | Sell |
626
-285
| -31% | -$17.8K | 0.02% | 133 |
|
|
2019
Q2 | $50K | Sell |
911
-367
| -29% | -$20.1K | 0.03% | 117 |
|
|
2019
Q1 | $69K | Hold |
1,278
| – | – | 0.04% | 96 |
|
|
2018
Q4 | $84K | Buy |
1,278
+75
| +6% | +$4.93K | 0.05% | 86 |
|
|
2018
Q3 | $95K | Buy |
1,203
+937
| +352% | +$74K | 0.05% | 84 |
|
|
2018
Q2 | $17K | Hold |
266
| – | – | 0.01% | 166 |
|
|
2018
Q1 | $17K | Hold |
266
| – | – | 0.01% | 164 |
|
|
2017
Q4 | $19K | Hold |
266
| – | – | 0.01% | 153 |
|
|
2017
Q3 | $22K | Hold |
266
| – | – | 0.01% | 140 |
|
|
2017
Q2 | $21K | Hold |
266
| – | – | 0.01% | 141 |
|
|
2017
Q1 | $21K | Hold |
266
| – | – | 0.01% | 134 |
|
|
2016
Q4 | $21K | Buy |
+266
| New | +$21K | 0.02% | 141 |
|