Quotient Wealth Partners’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 | $540K | Buy |
7,823
+59
| +0.8% | +$4.07K | 0.02% | 176 |
|
|
2025
Q1 | $526K | Buy |
+7,764
| New | +$526K | 0.02% | 171 |
|
|
2024
Q2 | – | Sell |
-7,585
| Closed | -$605K | – | 305 |
|
|
2024
Q1 | $605K | Sell |
7,585
-1,174
| -13% | -$93.6K | 0.02% | 153 |
|
|
2023
Q4 | $692K | Buy |
+8,759
| New | +$692K | 0.03% | 148 |
|