Paladin Advisory Group’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-574
| Closed | -$25.8K | – | 235 |
|
|
2024
Q4 | $25.8K | Hold |
574
| – | – | 0.02% | 174 |
|
|
2024
Q3 | $36.1K | Hold |
574
| – | – | 0.03% | 166 |
|
|
2024
Q2 | $33.4K | Hold |
574
| – | – | 0.03% | 160 |
|
|
2024
Q1 | $45.7K | Sell |
574
-41
| -7% | -$3.26K | 0.04% | 151 |
|
|
2023
Q4 | $48.6K | Hold |
615
| – | – | 0.04% | 145 |
|
|
2023
Q3 | $42.9K | Sell |
615
-309
| -33% | -$21.6K | 0.04% | 156 |
|
|
2023
Q2 | $63.9K | Hold |
924
| – | – | 0.05% | 143 |
|
|
2023
Q1 | $68.7K | Buy |
+924
| New | +$68.7K | 0.06% | 141 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 55 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 55 |
|
|
2022
Q2 | – | Sell |
-1,094
| Closed | -$110K | – | 56 |
|
|
2022
Q1 | $110K | Buy |
+1,094
| New | +$110K | 0.09% | 126 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 52 |
|