Wilson & Boucher Capital Management’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 | $479K | Sell |
6,950
-200
| -3% | -$13.8K | 0.33% | 75 |
|
|
2025
Q1 | $484K | Sell |
7,150
-400
| -5% | -$27.1K | 0.36% | 75 |
|
|
2024
Q4 | $339K | Sell |
7,550
-1,050
| -12% | -$47.1K | 0.24% | 90 |
|
|
2024
Q3 | $541K | Sell |
8,600
-202
| -2% | -$12.7K | 0.37% | 71 |
|
|
2024
Q2 | $520K | Sell |
8,802
-50
| -0.6% | -$2.95K | 0.4% | 67 |
|
|
2024
Q1 | $706K | Sell |
8,852
-377
| -4% | -$30.1K | 0.56% | 58 |
|
|
2023
Q4 | $729K | Hold |
9,229
| – | – | 0.61% | 50 |
|
|
2023
Q3 | $644K | Buy |
9,229
+1
| +0% | +$70 | 0.61% | 52 |
|
|
2023
Q2 | $638K | Hold |
9,228
| – | – | 0.58% | 51 |
|
|
2023
Q1 | $686K | Sell |
9,228
-25
| -0.3% | -$1.86K | 0.66% | 47 |
|
|
2022
Q4 | $862K | Hold |
9,253
| – | – | 0.88% | 39 |
|
|
2022
Q3 | $882K | Sell |
9,253
-99
| -1% | -$9.44K | 1.03% | 33 |
|
|
2022
Q2 | $867K | Sell |
9,352
-250
| -3% | -$23.2K | 0.95% | 38 |
|
|
2022
Q1 | $972K | Sell |
9,602
-400
| -4% | -$40.5K | 0.88% | 37 |
|
|
2021
Q4 | $1.03M | Buy |
+10,002
| New | +$1.03M | 0.93% | 34 |
|