Sterling 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 | $301K | Buy |
+4,370
| New | +$301K | 0.1% | 82 |
|
|
2024
Q4 | – | Sell |
-4,356
| Closed | -$274K | – | 109 |
|
|
2024
Q3 | $274K | Hold |
4,356
| – | – | 0.1% | 94 |
|
|
2024
Q2 | $257K | Sell |
4,356
-254
| -6% | -$15K | 0.12% | 88 |
|
|
2024
Q1 | $368K | Hold |
4,610
| – | – | 0.18% | 68 |
|
|
2023
Q4 | $364K | Buy |
+4,610
| New | +$364K | 0.2% | 65 |
|