True Wealth Design’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 | $28.8K | Sell |
417
-667
| -62% | -$46K | 0.01% | 307 |
|
|
2025
Q1 | $73.5K | Buy |
1,084
+1,039
| +2,309% | +$70.4K | 0.03% | 134 |
|
|
2024
Q4 | $2.03K | Sell |
45
-933
| -95% | -$42.1K | ﹤0.01% | 729 |
|
|
2024
Q3 | $61.5K | Sell |
978
-2,048
| -68% | -$129K | 0.02% | 106 |
|
|
2024
Q2 | $179K | Buy |
3,026
+158
| +6% | +$9.33K | 0.04% | 120 |
|
|
2024
Q1 | $229K | Buy |
2,868
+13
| +0.5% | +$1.04K | 0.06% | 116 |
|
|
2023
Q4 | $225K | Buy |
2,855
+53
| +2% | +$4.19K | 0.06% | 113 |
|
|
2023
Q3 | $196K | Hold |
2,802
| – | – | 0.07% | 115 |
|
|
2023
Q2 | $194K | Sell |
2,802
-511
| -15% | -$35.3K | 0.07% | 113 |
|
|
2023
Q1 | $246K | Buy |
3,313
+2,795
| +540% | +$208K | 0.1% | 114 |
|
|
2022
Q4 | $48.3K | Buy |
+518
| New | +$48.3K | 0.02% | 149 |
|