TriaGen 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 | $806K | Buy |
11,682
+56
| +0.5% | +$3.86K | 0.24% | 88 |
|
|
2025
Q1 | $788K | Buy |
+11,626
| New | +$788K | 0.28% | 76 |
|
|
2022
Q2 | – | Sell |
-8,247
| Closed | -$835K | – | 167 |
|
|
2022
Q1 | $835K | Buy |
8,247
+5,497
| +200% | +$557K | 0.43% | 66 |
|
|
2021
Q4 | $284K | Sell |
2,750
-970
| -26% | -$100K | 0.14% | 147 |
|
|
2021
Q3 | $316K | Buy |
+3,720
| New | +$316K | 0.17% | 138 |
|