Souders Financial 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 | $303K | Buy |
4,389
+371
| +9% | +$25.6K | 0.04% | 165 |
|
|
2025
Q1 | $272K | Buy |
+4,018
| New | +$272K | 0.04% | 157 |
|
|
2024
Q4 | – | Sell |
-4,191
| Closed | -$264K | – | 179 |
|
|
2024
Q3 | $264K | Sell |
4,191
-368
| -8% | -$23.1K | 0.04% | 149 |
|
|
2024
Q2 | $269K | Buy |
4,559
+55
| +1% | +$3.25K | 0.04% | 146 |
|
|
2024
Q1 | $359K | Buy |
4,504
+155
| +4% | +$12.4K | 0.06% | 139 |
|
|
2023
Q4 | $343K | Buy |
4,349
+120
| +3% | +$9.48K | 0.06% | 137 |
|
|
2023
Q3 | $295K | Buy |
4,229
+35
| +0.8% | +$2.44K | 0.06% | 141 |
|
|
2023
Q2 | $290K | Sell |
4,194
-15
| -0.4% | -$1.04K | 0.06% | 136 |
|
|
2023
Q1 | $313K | Sell |
4,209
-711
| -14% | -$52.8K | 0.07% | 131 |
|
|
2022
Q4 | $458K | Sell |
4,920
-150
| -3% | -$14K | 0.1% | 118 |
|
|
2022
Q3 | $484K | Sell |
5,070
-97
| -2% | -$9.26K | 0.13% | 109 |
|
|
2022
Q2 | $479K | Buy |
5,167
+675
| +15% | +$62.6K | 0.14% | 102 |
|
|
2022
Q1 | $455K | Sell |
4,492
-161
| -3% | -$16.3K | 0.13% | 108 |
|
|
2021
Q4 | $480K | Sell |
4,653
-30,412
| -87% | -$3.14M | 0.14% | 104 |
|
|
2021
Q3 | $2.98M | Buy |
35,065
+480
| +1% | +$40.7K | 0.96% | 34 |
|
|
2021
Q2 | $2.89M | Sell |
34,585
-1,152
| -3% | -$96.1K | 0.97% | 32 |
|
|
2021
Q1 | $2.69M | Buy |
35,737
+1,055
| +3% | +$79.4K | 1.05% | 30 |
|
|
2020
Q4 | $2.37M | Buy |
34,682
+611
| +2% | +$41.7K | 1.03% | 30 |
|
|
2020
Q3 | $2.39M | Buy |
34,071
+599
| +2% | +$42.1K | 1.13% | 29 |
|
|
2020
Q2 | $2.18M | Buy |
33,472
+16,934
| +102% | +$1.1M | 1.24% | 24 |
|
|
2020
Q1 | $981K | Buy |
+16,538
| New | +$981K | 0.87% | 32 |
|