WE
Wealth Effects’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
4,414
-573
| -11% | -$39.5K | 0.11% | 146 |
|
|
2025
Q1 | $338K | Sell |
4,987
-1,179
| -19% | -$79.9K | 0.14% | 128 |
|
|
2024
Q4 | $277K | Sell |
6,166
-924
| -13% | -$41.5K | 0.1% | 167 |
|
|
2024
Q3 | $446K | Sell |
7,090
-356
| -5% | -$22.4K | 0.16% | 117 |
|
|
2024
Q2 | $440K | Sell |
7,446
-10,498
| -59% | -$620K | 0.16% | 116 |
|
|
2024
Q1 | $1.43M | Sell |
17,944
-608
| -3% | -$48.5K | 0.53% | 42 |
|
|
2023
Q4 | $1.46M | Sell |
18,552
-325
| -2% | -$25.7K | 0.55% | 39 |
|
|
2023
Q3 | $1.32M | Sell |
18,877
-275
| -1% | -$19.2K | 0.65% | 33 |
|
|
2023
Q2 | $1.32M | Buy |
19,152
+410
| +2% | +$28.3K | 0.58% | 39 |
|
|
2023
Q1 | $1.39M | Buy |
18,742
+1,235
| +7% | +$91.8K | 0.71% | 34 |
|
|
2022
Q4 | $1.63M | Sell |
17,507
-3,320
| -16% | -$309K | 0.93% | 23 |
|
|
2022
Q3 | $1.99M | Sell |
20,827
-60
| -0.3% | -$5.72K | 1.21% | 16 |
|
|
2022
Q2 | $1.94M | Buy |
20,887
+101
| +0.5% | +$9.36K | 1.16% | 18 |
|
|
2022
Q1 | $2.1M | Sell |
20,786
-305
| -1% | -$30.9K | 0.98% | 20 |
|
|
2021
Q4 | $2.18M | Buy |
+21,091
| New | +$2.18M | 0.9% | 20 |
|