Smartleaf Asset Management’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
15,059
+164
| +1% | +$11.2K | 0.09% | 245 |
|
|
2025
Q1 | $1M | Buy |
14,895
+4,170
| +39% | +$280K | 0.1% | 231 |
|
|
2024
Q4 | $471K | Buy |
10,725
+760
| +8% | +$33.4K | 0.05% | 341 |
|
|
2024
Q3 | $612K | Sell |
9,965
-1,289
| -11% | -$79.1K | 0.07% | 271 |
|
|
2024
Q2 | $657K | Buy |
11,254
+2,829
| +34% | +$165K | 0.11% | 216 |
|
|
2024
Q1 | $669K | Buy |
8,425
+1,623
| +24% | +$129K | 0.13% | 183 |
|
|
2023
Q4 | $525K | Buy |
+6,802
| New | +$525K | 0.14% | 164 |
|