Vest Financial’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 | $1.61M | Buy |
23,268
+6,561
| +39% | +$453K | 0.02% | 301 |
|
|
2025
Q1 | $1.13M | Buy |
16,707
+7,077
| +73% | +$479K | 0.02% | 308 |
|
|
2024
Q4 | $432K | Buy |
9,630
+1,492
| +18% | +$67K | 0.01% | 264 |
|
|
2024
Q3 | $512K | Buy |
+8,138
| New | +$512K | 0.01% | 252 |
|
|
2024
Q2 | – | Sell |
-2,793
| Closed | -$223K | – | 257 |
|
|
2024
Q1 | $223K | Buy |
+2,793
| New | +$223K | 0.01% | 258 |
|