Sunpointe’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 | $328K | Buy |
4,760
+185
| +4% | +$12.8K | 0.13% | 152 |
|
2025
Q1 | $310K | Buy |
+4,575
| New | +$310K | 0.17% | 116 |
|
2024
Q4 | – | Sell |
-4,244
| Closed | -$267K | – | 200 |
|
2024
Q3 | $267K | Buy |
4,244
+524
| +14% | +$32.9K | 0.22% | 119 |
|
2024
Q2 | $220K | Sell |
3,720
-589
| -14% | -$34.8K | 0.14% | 141 |
|
2024
Q1 | $344K | Buy |
4,309
+233
| +6% | +$18.6K | 0.38% | 82 |
|
2023
Q4 | $322K | Buy |
+4,076
| New | +$322K | 0.41% | 78 |
|