Quadcap Wealth Management’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 | $274K | Buy |
3,975
+186
| +5% | +$12.8K | 0.03% | 332 |
|
|
2025
Q1 | $257K | Sell |
3,789
-5,628
| -60% | -$381K | 0.04% | 326 |
|
|
2024
Q4 | $423K | Buy |
9,417
+1,374
| +17% | +$61.7K | 0.06% | 267 |
|
|
2024
Q3 | $506K | Sell |
8,043
-1,050
| -12% | -$66K | 0.08% | 245 |
|
|
2024
Q2 | $537K | Buy |
9,093
+157
| +2% | +$9.27K | 0.1% | 231 |
|
|
2024
Q1 | $713K | Buy |
8,936
+942
| +12% | +$75.1K | 0.16% | 150 |
|
|
2023
Q4 | $631K | Buy |
+7,994
| New | +$631K | 0.16% | 168 |
|