Redwood Wealth Management Group’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 | – | Sell |
-3,231
| Closed | -$219K | – | 182 |
|
|
2025
Q1 | $219K | Buy |
+3,231
| New | +$219K | 0.11% | 149 |
|
|
2024
Q4 | – | Sell |
-5,541
| Closed | -$348K | – | 163 |
|
|
2024
Q3 | $348K | Sell |
5,541
-551
| -9% | -$34.6K | 0.17% | 116 |
|
|
2024
Q2 | $360K | Buy |
6,092
+32
| +0.5% | +$1.89K | 0.27% | 84 |
|
|
2024
Q1 | $483K | Sell |
6,060
-268
| -4% | -$21.4K | 0.51% | 58 |
|
|
2023
Q4 | $500K | Sell |
6,328
-37
| -0.6% | -$2.92K | 0.55% | 51 |
|
|
2023
Q3 | $444K | Sell |
6,365
-425
| -6% | -$29.7K | 0.52% | 60 |
|
|
2023
Q2 | $469K | Buy |
6,790
+125
| +2% | +$8.64K | 0.52% | 56 |
|
|
2023
Q1 | $495K | Buy |
6,665
+110
| +2% | +$8.17K | 0.56% | 54 |
|
|
2022
Q4 | $611K | Buy |
+6,555
| New | +$611K | 0.76% | 37 |
|