TW
TritonPoint Wealth’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
3,063
-713
| -19% | -$49.2K | 0.02% | 328 |
|
|
2025
Q1 | $256K | Buy |
+3,776
| New | +$256K | 0.02% | 307 |
|
|
2024
Q4 | – | Sell |
-3,427
| Closed | -$210K | – | 334 |
|
|
2024
Q3 | $210K | Sell |
3,427
-5,081
| -60% | -$312K | 0.02% | 318 |
|
|
2024
Q2 | $502K | Sell |
8,508
-7,813
| -48% | -$461K | 0.05% | 202 |
|
|
2024
Q1 | $1.59M | Sell |
16,321
-4,079
| -20% | -$399K | 0.17% | 120 |
|
|
2023
Q4 | $1.61M | Buy |
+20,400
| New | +$1.61M | 0.16% | 124 |
|