Visionary Wealth Advisors’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 | $900K | Buy |
13,040
+3,345
| +35% | +$231K | 0.05% | 285 |
|
|
2025
Q1 | $657K | Buy |
9,695
+145
| +2% | +$9.82K | 0.04% | 310 |
|
|
2024
Q4 | $429K | Sell |
9,550
-3,766
| -28% | -$169K | 0.03% | 376 |
|
|
2024
Q3 | $837K | Sell |
13,316
-1,243
| -9% | -$78.2K | 0.05% | 275 |
|
|
2024
Q2 | $860K | Sell |
14,559
-45,620
| -76% | -$2.69M | 0.06% | 254 |
|
|
2024
Q1 | $4.8M | Buy |
60,179
+935
| +2% | +$74.6K | 0.32% | 83 |
|
|
2023
Q4 | $4.68M | Buy |
59,244
+527
| +0.9% | +$41.6K | 0.34% | 80 |
|
|
2023
Q3 | $4.1M | Buy |
58,717
+6,456
| +12% | +$451K | 0.33% | 83 |
|
|
2023
Q2 | $3.61M | Buy |
52,261
+2,420
| +5% | +$167K | 0.29% | 91 |
|
|
2023
Q1 | $3.7M | Buy |
49,841
+2,673
| +6% | +$199K | 0.31% | 84 |
|
|
2022
Q4 | $4.4M | Buy |
47,168
+2,736
| +6% | +$255K | 0.41% | 72 |
|
|
2022
Q3 | $4.24M | Buy |
44,432
+2,065
| +5% | +$197K | 0.44% | 62 |
|
|
2022
Q2 | $3.93M | Buy |
42,367
+3,065
| +8% | +$284K | 0.35% | 80 |
|
|
2022
Q1 | $3.98M | Buy |
39,302
+684
| +2% | +$69.2K | 0.32% | 85 |
|
|
2021
Q4 | $3.98M | Buy |
38,618
+817
| +2% | +$84.3K | 0.33% | 81 |
|
|
2021
Q3 | $3.21M | Sell |
37,801
-1,977
| -5% | -$168K | 0.33% | 81 |
|
|
2021
Q2 | $3.32M | Buy |
39,778
+169
| +0.4% | +$14.1K | 0.33% | 75 |
|
|
2021
Q1 | $2.98M | Sell |
39,609
-307
| -0.8% | -$23.1K | 0.31% | 85 |
|
|
2020
Q4 | $2.73M | Sell |
39,916
-572
| -1% | -$39.1K | 0.31% | 81 |
|
|
2020
Q3 | $2.36M | Buy |
40,488
+501
| +1% | +$29.3K | 0.33% | 76 |
|
|
2020
Q2 | $2.6M | Sell |
39,987
-7,604
| -16% | -$494K | 0.4% | 71 |
|
|
2020
Q1 | $2.82M | Sell |
47,591
-1,154
| -2% | -$68.5K | 0.53% | 61 |
|
|
2019
Q4 | $3.62M | Buy |
+48,745
| New | +$3.62M | 0.65% | 46 |
|