Wealthspire Advisors (New York)’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 | $1.26M | Buy |
18,278
+1,728
| +10% | +$119K | 0.01% | 343 |
|
|
2025
Q1 | $1.12M | Buy |
16,550
+588
| +4% | +$39.8K | 0.01% | 360 |
|
|
2024
Q4 | $717K | Buy |
15,962
+1,468
| +10% | +$65.9K | 0.01% | 435 |
|
|
2024
Q3 | $911K | Sell |
14,494
-139
| -0.9% | -$8.74K | 0.01% | 387 |
|
|
2024
Q2 | $864K | Sell |
14,633
-5,064
| -26% | -$299K | 0.01% | 336 |
|
|
2024
Q1 | $1.57M | Sell |
19,697
-2,589
| -12% | -$206K | 0.02% | 238 |
|
|
2023
Q4 | $1.76M | Buy |
22,286
+210
| +1% | +$16.6K | 0.03% | 216 |
|
|
2023
Q3 | $1.54M | Buy |
22,076
+4,650
| +27% | +$325K | 0.03% | 204 |
|
|
2023
Q2 | $1.2M | Sell |
17,426
-24
| -0.1% | -$1.66K | 0.02% | 222 |
|
|
2023
Q1 | $1.3M | Sell |
17,450
-2,271
| -12% | -$169K | 0.02% | 207 |
|
|
2022
Q4 | $1.84M | Buy |
19,721
+3,065
| +18% | +$286K | 0.03% | 164 |
|
|
2022
Q3 | $1.59M | Buy |
16,656
+1,475
| +10% | +$141K | 0.03% | 168 |
|
|
2022
Q2 | $1.41M | Buy |
15,181
+1,317
| +9% | +$122K | 0.03% | 176 |
|
|
2022
Q1 | $1.4M | Sell |
13,864
-8,456
| -38% | -$856K | 0.03% | 154 |
|
|
2021
Q4 | $2.3M | Buy |
22,320
+12,478
| +127% | +$1.29M | 0.05% | 133 |
|
|
2021
Q3 | $835K | Buy |
9,842
+4,733
| +93% | +$402K | 0.02% | 277 |
|
|
2021
Q2 | $426K | Sell |
5,109
-17,586
| -77% | -$1.47M | 0.01% | 242 |
|
|
2021
Q1 | $1.71M | Buy |
22,695
+4,475
| +25% | +$337K | 0.04% | 188 |
|
|
2020
Q4 | $1.24M | Buy |
18,220
+5,876
| +48% | +$401K | 0.04% | 180 |
|
|
2020
Q3 | $721K | Sell |
12,344
-8,443
| -41% | -$493K | 0.04% | 149 |
|
|
2020
Q2 | $1.35M | Sell |
20,787
-10,456
| -33% | -$680K | 0.09% | 90 |
|
|
2020
Q1 | $1.85M | Buy |
31,243
+25,785
| +472% | +$1.53M | 0.08% | 133 |
|
|
2019
Q4 | $405K | Buy |
5,458
+1,446
| +36% | +$107K | 0.03% | 117 |
|
|
2019
Q3 | $253K | Buy |
+4,012
| New | +$253K | 0.02% | 133 |
|
|
2019
Q1 | – | Sell |
-1,223
| Closed | -$80K | – | 219 |
|
|
2018
Q4 | $80K | Buy |
+1,223
| New | +$80K | 0.01% | 125 |
|