Trajan Wealth’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-65,886
| Closed | -$2.96M | – | 161 |
|
|
2024
Q4 | $2.96M | Buy |
65,886
+6,312
| +11% | +$283K | 0.16% | 101 |
|
|
2024
Q3 | $3.75M | Buy |
59,574
+7,837
| +15% | +$493K | 0.22% | 95 |
|
|
2024
Q2 | $3.06M | Buy |
51,737
+6,771
| +15% | +$400K | 0.2% | 96 |
|
|
2024
Q1 | $3.59M | Buy |
+44,966
| New | +$3.59M | 0.24% | 91 |
|