World Investment Advisors’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 | $2.3M | Buy |
33,396
+1,770
| +6% | +$122K | 0.05% | 348 |
|
|
2025
Q1 | $2.14M | Sell |
31,626
-321
| -1% | -$21.7K | 0.06% | 337 |
|
|
2024
Q4 | $1.43M | Buy |
31,947
+4,404
| +16% | +$198K | 0.04% | 395 |
|
|
2024
Q3 | $1.73M | Buy |
27,543
+20,308
| +281% | +$1.28M | 0.05% | 320 |
|
|
2024
Q2 | $427K | Buy |
+7,235
| New | +$427K | 0.03% | 430 |
|
|
2024
Q1 | – | Sell |
-2,839
| Closed | -$224K | – | 410 |
|
|
2023
Q4 | $224K | Buy |
+2,839
| New | +$224K | 0.03% | 348 |
|