Rise Advisors’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 | $76.3K | Buy |
1,106
+14
| +1% | +$966 | 0.03% | 185 |
|
|
2025
Q1 | $74K | Buy |
1,092
+8
| +0.7% | +$542 | 0.03% | 181 |
|
|
2024
Q4 | $48.7K | Sell |
1,084
-83
| -7% | -$3.73K | 0.02% | 235 |
|
|
2024
Q3 | $73.4K | Sell |
1,167
-22
| -2% | -$1.38K | 0.04% | 174 |
|
|
2024
Q2 | $70.2K | Sell |
1,189
-1
| -0.1% | -$59 | 0.04% | 183 |
|
|
2024
Q1 | $94.9K | Buy |
1,190
+682
| +134% | +$54.4K | 0.05% | 158 |
|
|
2023
Q4 | $40.1K | Buy |
508
+3
| +0.6% | +$237 | 0.03% | 183 |
|
|
2023
Q3 | $35.3K | Sell |
505
-110
| -18% | -$7.68K | 0.03% | 173 |
|
|
2023
Q2 | $42.5K | Sell |
615
-2
| -0.3% | -$138 | 0.03% | 163 |
|
|
2023
Q1 | $45.9K | Buy |
617
+72
| +13% | +$5.35K | 0.03% | 158 |
|
|
2022
Q4 | $50.8K | Buy |
545
+3
| +0.6% | +$280 | 0.04% | 153 |
|
|
2022
Q3 | $52K | Buy |
542
+30
| +6% | +$2.88K | 0.04% | 148 |
|
|
2022
Q2 | $47K | Buy |
512
+114
| +29% | +$10.5K | 0.05% | 142 |
|
|
2022
Q1 | $40K | Buy |
398
+2
| +0.5% | +$201 | 0.04% | 166 |
|
|
2021
Q4 | $40.8K | Buy |
+396
| New | +$40.8K | 0.04% | 170 |
|