Tyler-Stone 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 | $272K | Sell |
3,945
-2,972
| -43% | -$205K | 0.04% | 284 |
|
|
2025
Q1 | $469K | Sell |
6,917
-2,757
| -28% | -$187K | 0.08% | 194 |
|
|
2024
Q4 | $434K | Sell |
9,674
-495
| -5% | -$22.2K | 0.08% | 207 |
|
|
2024
Q3 | $639K | Buy |
10,169
+4,632
| +84% | +$291K | 0.12% | 154 |
|
|
2024
Q2 | $327K | Buy |
5,537
+1,765
| +47% | +$104K | 0.13% | 134 |
|
|
2024
Q1 | $301K | Buy |
3,772
+336
| +10% | +$26.8K | 0.13% | 147 |
|
|
2023
Q4 | $271K | Buy |
3,436
+55
| +2% | +$4.34K | 0.14% | 145 |
|
|
2023
Q3 | $236K | Buy |
3,381
+295
| +10% | +$20.6K | 0.13% | 139 |
|
|
2023
Q2 | $213K | Buy |
+3,086
| New | +$213K | 0.12% | 151 |
|
|
2022
Q4 | $292K | Buy |
3,128
+163
| +5% | +$15.2K | 0.2% | 115 |
|
|
2022
Q3 | $283K | Sell |
2,965
-98
| -3% | -$9.35K | 0.22% | 103 |
|
|
2022
Q2 | $284K | Sell |
3,063
-86
| -3% | -$7.97K | 0.19% | 109 |
|
|
2022
Q1 | $319K | Sell |
3,149
-2,042
| -39% | -$207K | 0.18% | 120 |
|
|
2021
Q4 | $535K | Buy |
+5,191
| New | +$535K | 0.28% | 77 |
|