Spire Wealth Management’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 | $534K | Sell |
7,746
-64,594
| -89% | -$4.46M | 0.02% | 489 |
|
|
2025
Q1 | $4.9M | Buy |
72,340
+59,943
| +484% | +$4.06M | 0.16% | 128 |
|
|
2024
Q4 | $556K | Buy |
12,397
+2,634
| +27% | +$118K | 0.02% | 523 |
|
|
2024
Q3 | $614K | Sell |
9,763
-486
| -5% | -$30.6K | 0.02% | 475 |
|
|
2024
Q2 | $605K | Sell |
10,249
-2,982
| -23% | -$176K | 0.02% | 449 |
|
|
2024
Q1 | $1.06M | Sell |
13,231
-3,719
| -22% | -$297K | 0.02% | 365 |
|
|
2023
Q4 | $1.24M | Sell |
16,950
-347
| -2% | -$25.4K | 0.04% | 320 |
|
|
2023
Q3 | $1.21M | Sell |
17,297
-1,288
| -7% | -$89.9K | 0.05% | 297 |
|
|
2023
Q2 | $1.28M | Sell |
18,585
-2,004
| -10% | -$139K | 0.05% | 300 |
|
|
2023
Q1 | $1.53M | Buy |
20,589
+3,806
| +23% | +$283K | 0.06% | 268 |
|
|
2022
Q4 | $1.56M | Buy |
16,783
+1,515
| +10% | +$141K | 0.09% | 184 |
|
|
2022
Q3 | $1.46M | Sell |
15,268
-12,630
| -45% | -$1.2M | 0.09% | 162 |
|
|
2022
Q2 | $2.59M | Sell |
27,898
-6,660
| -19% | -$617K | 0.11% | 172 |
|
|
2022
Q1 | $3.71M | Sell |
34,558
-2,713
| -7% | -$291K | 0.1% | 188 |
|
|
2021
Q4 | $3.85M | Buy |
37,271
+4,803
| +15% | +$495K | 0.09% | 205 |
|
|
2021
Q3 | $2.76M | Buy |
32,468
+3,221
| +11% | +$273K | 0.07% | 235 |
|
|
2021
Q2 | $2.44M | Sell |
29,247
-13,725
| -32% | -$1.15M | 0.07% | 259 |
|
|
2021
Q1 | $2.26M | Buy |
+42,972
| New | +$2.26M | 0.06% | 255 |
|