Wallace Advisory Group’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 | $666K | Buy |
9,833
+988
| +11% | +$66.9K | 0.48% | 52 |
|
|
2025
Q1 | $397K | Buy |
8,845
+1,236
| +16% | +$55.5K | 0.27% | 107 |
|
|
2024
Q4 | $478K | Buy |
7,609
+132
| +2% | +$8.3K | 0.33% | 85 |
|
|
2024
Q3 | $442K | Sell |
7,477
-264
| -3% | -$15.6K | 0.32% | 83 |
|
|
2024
Q2 | $457K | Buy |
+7,741
| New | +$457K | 0.33% | 81 |
|