Syverson Strege & Co’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 | $450K | Buy |
+6,521
| New | +$450K | 0.11% | 74 |
|
|
2023
Q2 | – | Sell |
-141
| Closed | -$10.5K | – | 194 |
|
|
2023
Q1 | $10.5K | Buy |
141
+133
| +1,663% | +$9.88K | ﹤0.01% | 251 |
|
|
2022
Q4 | $744 | Buy |
+8
| New | +$744 | ﹤0.01% | 283 |
|
|
2021
Q4 | – | Sell |
-243
| Closed | -$21K | – | 340 |
|
|
2021
Q3 | $21K | Buy |
+243
| New | +$21K | 0.02% | 190 |
|