VCI 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 | $1.22M | Buy |
17,756
+2,197
| +14% | +$152K | 0.43% | 66 |
|
2025
Q1 | $1.05M | Sell |
15,559
-15,326
| -50% | -$1.04M | 0.44% | 65 |
|
2024
Q4 | $1.39M | Buy |
30,885
+10,630
| +52% | +$477K | 0.59% | 55 |
|
2024
Q3 | $1.27M | Buy |
20,255
+10,664
| +111% | +$671K | 0.57% | 55 |
|
2024
Q2 | $566K | Buy |
9,591
+3,119
| +48% | +$184K | 0.28% | 81 |
|
2024
Q1 | $516K | Sell |
6,472
-5,381
| -45% | -$429K | 0.35% | 79 |
|
2023
Q4 | $936K | Buy |
+11,853
| New | +$936K | 0.57% | 49 |
|