Vise Technologies’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 | $2.02M | Buy |
+29,255
| New | +$2.02M | 0.08% | 256 |
|
|
2024
Q4 | $525K | Buy |
11,703
+2,219
| +23% | +$99.6K | 0.04% | 418 |
|
|
2024
Q3 | $596K | Sell |
9,484
-2,704
| -22% | -$170K | 0.08% | 250 |
|
|
2024
Q2 | $720K | Sell |
12,188
-1,756
| -13% | -$104K | 0.13% | 160 |
|
|
2024
Q1 | $1.11M | Buy |
13,944
+1,171
| +9% | +$93.4K | 0.22% | 99 |
|
|
2023
Q4 | $1.01M | Buy |
12,773
+1,032
| +9% | +$81.5K | 0.22% | 109 |
|
|
2023
Q3 | $820K | Buy |
11,741
+2,437
| +26% | +$170K | 0.2% | 119 |
|
|
2023
Q2 | $643K | Buy |
9,304
+1,864
| +25% | +$129K | 0.16% | 151 |
|
|
2023
Q1 | $553K | Buy |
7,440
+1,760
| +31% | +$131K | 0.15% | 151 |
|
|
2022
Q4 | $529K | Sell |
5,680
-254
| -4% | -$23.7K | 0.17% | 139 |
|
|
2022
Q3 | $566K | Sell |
5,934
-566
| -9% | -$54K | 0.21% | 108 |
|
|
2022
Q2 | $602K | Sell |
6,500
-849
| -12% | -$78.6K | 0.23% | 107 |
|
|
2022
Q1 | $744K | Sell |
7,349
-405
| -5% | -$41K | 0.28% | 88 |
|
|
2021
Q4 | $800K | Buy |
+7,754
| New | +$800K | 0.22% | 73 |
|