RWP
Revolve Wealth Partners’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
+2,938
| New | +$203K | 0.03% | 216 |
|
|
2024
Q2 | – | Sell |
-3,033
| Closed | -$242K | – | 179 |
|
|
2024
Q1 | $242K | Buy |
3,033
+10
| +0.3% | +$798 | 0.04% | 156 |
|
|
2023
Q4 | $239K | Sell |
3,023
-579
| -16% | -$45.7K | 0.05% | 138 |
|
|
2023
Q3 | $251K | Sell |
3,602
-162
| -4% | -$11.3K | 0.06% | 125 |
|
|
2023
Q2 | $260K | Buy |
3,764
+424
| +13% | +$29.3K | 0.06% | 120 |
|
|
2023
Q1 | $248K | Sell |
3,340
-1,202
| -26% | -$89.3K | 0.06% | 124 |
|
|
2022
Q4 | $423K | Sell |
4,542
-637
| -12% | -$59.4K | 0.12% | 87 |
|
|
2022
Q3 | $494K | Buy |
5,179
+984
| +23% | +$93.9K | 0.17% | 71 |
|
|
2022
Q2 | $389K | Sell |
4,195
-133
| -3% | -$12.3K | 0.13% | 81 |
|
|
2022
Q1 | $438K | Buy |
4,328
+119
| +3% | +$12K | 0.13% | 81 |
|
|
2021
Q4 | $434K | Buy |
+4,209
| New | +$434K | 0.12% | 86 |
|