Retirement Guys Formula’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,593
| Closed | -$521K | – | 133 |
|
|
2023
Q4 | $521K | Sell |
6,593
-545
| -8% | -$43K | 0.28% | 78 |
|
|
2023
Q3 | $498K | Buy |
7,138
+172
| +2% | +$12K | 0.35% | 78 |
|
|
2023
Q2 | $482K | Buy |
6,966
+1,661
| +31% | +$115K | 0.28% | 92 |
|
|
2023
Q1 | $394K | Buy |
5,305
+507
| +11% | +$37.7K | 0.28% | 102 |
|
|
2022
Q4 | $447K | Buy |
4,798
+614
| +15% | +$57.2K | 0.37% | 92 |
|
|
2022
Q3 | $399K | Buy |
4,184
+619
| +17% | +$59K | 0.42% | 64 |
|
|
2022
Q2 | $330K | Buy |
3,565
+924
| +35% | +$85.5K | 0.34% | 85 |
|
|
2022
Q1 | $267K | Buy |
2,641
+322
| +14% | +$32.6K | 0.18% | 98 |
|
|
2021
Q4 | $240K | Buy |
+2,319
| New | +$240K | 0.19% | 97 |
|