Stone Summit Wealth’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,900
| Closed | -$229K | – | 141 |
|
|
2023
Q4 | $229K | Hold |
2,900
| – | – | 0.09% | 134 |
|
|
2023
Q3 | $202K | Hold |
2,900
| – | – | 0.09% | 137 |
|
|
2023
Q2 | $200K | Hold |
2,900
| – | – | 0.08% | 136 |
|
|
2023
Q1 | $215K | Sell |
2,900
-176
| -6% | -$13.1K | 0.1% | 129 |
|
|
2022
Q4 | $287K | Hold |
3,076
| – | – | 0.14% | 116 |
|
|
2022
Q3 | $293K | Hold |
3,076
| – | – | 0.18% | 104 |
|
|
2022
Q2 | $285K | Sell |
3,076
-154
| -5% | -$14.3K | 0.17% | 113 |
|
|
2022
Q1 | $327K | Buy |
+3,230
| New | +$327K | 0.18% | 111 |
|