PFG Investments’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 | $1.3M | Sell |
18,777
-556
| -3% | -$38.4K | 0.08% | 242 |
|
|
2025
Q1 | $1.31M | Sell |
19,333
-8,186
| -30% | -$555K | 0.08% | 228 |
|
|
2024
Q4 | $1.24M | Sell |
27,519
-133
| -0.5% | -$5.97K | 0.08% | 244 |
|
|
2024
Q3 | $1.74M | Sell |
27,652
-3,214
| -10% | -$202K | 0.11% | 180 |
|
|
2024
Q2 | $1.82M | Sell |
30,866
-2,342
| -7% | -$138K | 0.13% | 155 |
|
|
2024
Q1 | $2.65M | Buy |
33,208
+8,989
| +37% | +$717K | 0.16% | 135 |
|
|
2023
Q4 | $1.91M | Sell |
24,219
-348
| -1% | -$27.5K | 0.36% | 56 |
|
|
2023
Q3 | $1.72M | Buy |
24,567
+2,235
| +10% | +$156K | 0.32% | 65 |
|
|
2023
Q2 | $1.54M | Buy |
22,332
+2,300
| +11% | +$159K | 0.27% | 80 |
|
|
2023
Q1 | $1.49M | Buy |
+20,032
| New | +$1.49M | 0.3% | 68 |
|