Plan Group Financial’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 | $334K | Sell |
4,846
-620
| -11% | -$42.8K | 0.11% | 124 |
|
|
2025
Q1 | $370K | Buy |
5,466
+221
| +4% | +$15K | 0.13% | 112 |
|
|
2024
Q4 | $235K | Sell |
5,245
-4,697
| -47% | -$211K | 0.12% | 101 |
|
|
2024
Q3 | $625K | Buy |
9,942
+1,822
| +22% | +$115K | 0.33% | 61 |
|
|
2024
Q2 | $480K | Buy |
8,120
+5,176
| +176% | +$306K | 0.29% | 68 |
|
|
2024
Q1 | $235K | Buy |
+2,944
| New | +$235K | 0.15% | 83 |
|