Personal CFO Solutions’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 | $751K | Sell |
10,884
-252
| -2% | -$17.4K | 0.14% | 159 |
|
|
2025
Q1 | $754K | Buy |
11,136
+1,116
| +11% | +$75.6K | 0.15% | 144 |
|
|
2024
Q4 | $450K | Sell |
10,020
-16,691
| -62% | -$749K | 0.09% | 224 |
|
|
2024
Q3 | $1.68M | Buy |
26,711
+3,426
| +15% | +$215K | 0.23% | 80 |
|
|
2024
Q2 | $1.38M | Sell |
23,285
-2,093
| -8% | -$124K | 0.21% | 89 |
|
|
2024
Q1 | $2.02M | Buy |
25,378
+1,377
| +6% | +$110K | 0.32% | 62 |
|
|
2023
Q4 | $1.9M | Buy |
24,001
+4,646
| +24% | +$367K | 0.33% | 55 |
|
|
2023
Q3 | $1.35M | Buy |
19,355
+491
| +3% | +$34.3K | 0.27% | 76 |
|
|
2023
Q2 | $1.3M | Buy |
18,864
+1,535
| +9% | +$106K | 0.26% | 75 |
|
|
2023
Q1 | $1.29M | Buy |
17,329
+513
| +3% | +$38.1K | 0.27% | 70 |
|
|
2022
Q4 | $1.57M | Buy |
+16,816
| New | +$1.57M | 0.33% | 60 |
|
|
2022
Q3 | – | Sell |
-9,252
| Closed | -$857K | – | 426 |
|
|
2022
Q2 | $857K | Buy |
9,252
+1,160
| +14% | +$107K | 0.2% | 82 |
|
|
2022
Q1 | $819K | Buy |
8,092
+845
| +12% | +$85.5K | 0.16% | 124 |
|
|
2021
Q4 | $748K | Buy |
7,247
+1,539
| +27% | +$159K | 0.14% | 140 |
|
|
2021
Q3 | $484K | Buy |
5,708
+1,889
| +49% | +$160K | 0.1% | 195 |
|
|
2021
Q2 | $319K | Buy |
3,819
+519
| +16% | +$43.4K | 0.07% | 272 |
|
|
2021
Q1 | $248K | Buy |
+3,300
| New | +$248K | 0.05% | 317 |
|