Wealthfront Advisers’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 | $13.5M | Sell |
195,494
-20,879
| -10% | -$1.44M | 0.03% | 176 |
|
|
2025
Q1 | $14.7M | Buy |
216,373
+100,567
| +87% | +$6.81M | 0.04% | 138 |
|
|
2024
Q4 | $5.2M | Buy |
115,806
+10,141
| +10% | +$455K | 0.02% | 321 |
|
|
2024
Q3 | $6.64M | Buy |
105,665
+57,761
| +121% | +$3.63M | 0.02% | 244 |
|
|
2024
Q2 | $2.83M | Sell |
47,904
-23,513
| -33% | -$1.39M | 0.01% | 399 |
|
|
2024
Q1 | $5.7M | Buy |
71,417
+17,793
| +33% | +$1.42M | 0.02% | 241 |
|
|
2023
Q4 | $4.23M | Buy |
53,624
+11,330
| +27% | +$895K | 0.02% | 278 |
|
|
2023
Q3 | $2.95M | Buy |
42,294
+5,004
| +13% | +$349K | 0.01% | 342 |
|
|
2023
Q2 | $2.58M | Sell |
37,290
-199
| -0.5% | -$13.8K | 0.01% | 367 |
|
|
2023
Q1 | $2.79M | Sell |
37,489
-38,190
| -50% | -$2.84M | 0.01% | 337 |
|
|
2022
Q4 | $7.05M | Sell |
75,679
-30,858
| -29% | -$2.88M | 0.03% | 154 |
|
|
2022
Q3 | $10.2M | Buy |
106,537
+17,216
| +19% | +$1.64M | 0.05% | 92 |
|
|
2022
Q2 | $8.28M | Buy |
89,321
+1,711
| +2% | +$159K | 0.04% | 114 |
|
|
2022
Q1 | $8.87M | Buy |
87,610
+10,220
| +13% | +$1.03M | 0.04% | 114 |
|
|
2021
Q4 | $7.98M | Sell |
77,390
-1,598
| -2% | -$165K | 0.03% | 124 |
|
|
2021
Q3 | $6.7M | Buy |
78,988
+20,707
| +36% | +$1.76M | 0.03% | 126 |
|
|
2021
Q2 | $4.86M | Buy |
58,281
+15,124
| +35% | +$1.26M | 0.02% | 141 |
|
|
2021
Q1 | $3.25M | Buy |
43,157
+3,060
| +8% | +$230K | 0.02% | 167 |
|
|
2020
Q4 | $2.74M | Buy |
40,097
+7,946
| +25% | +$543K | 0.02% | 166 |
|
|
2020
Q3 | $1.88M | Sell |
32,151
-15,199
| -32% | -$888K | 0.01% | 197 |
|
|
2020
Q2 | $3.08M | Buy |
47,350
+7,103
| +18% | +$461K | 0.02% | 113 |
|
|
2020
Q1 | $2.39M | Sell |
40,247
-3,734
| -8% | -$222K | 0.02% | 121 |
|
|
2019
Q4 | $3.27M | Buy |
43,981
+2,671
| +6% | +$198K | 0.02% | 113 |
|
|
2019
Q3 | $2.61M | Buy |
41,310
+16,360
| +66% | +$1.03M | 0.02% | 128 |
|
|
2019
Q2 | $1.36M | Buy |
24,950
+15,536
| +165% | +$847K | 0.01% | 216 |
|
|
2019
Q1 | $508K | Sell |
9,414
-18,487
| -66% | -$998K | ﹤0.01% | 366 |
|
|
2018
Q4 | $1.83M | Buy |
+27,901
| New | +$1.83M | 0.02% | 136 |
|