Y.D. More Investments’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 | $71.7K | Sell |
1,040
-1,510
| -59% | -$104K | ﹤0.01% | 286 |
|
|
2025
Q1 | $173K | Sell |
2,550
-650
| -20% | -$44K | 0.02% | 213 |
|
|
2024
Q4 | $144K | Buy |
+3,200
| New | +$144K | 0.01% | 222 |
|
|
2024
Q3 | – | Sell |
-1,960
| Closed | -$116K | – | 449 |
|
|
2024
Q2 | $116K | Sell |
1,960
-300
| -13% | -$17.7K | 0.01% | 231 |
|
|
2024
Q1 | $180K | Hold |
2,260
| – | – | 0.03% | 175 |
|
|
2023
Q4 | $178K | Buy |
2,260
+300
| +15% | +$23.7K | 0.03% | 165 |
|
|
2023
Q3 | $137K | Sell |
1,960
-126
| -6% | -$8.8K | 0.03% | 172 |
|
|
2023
Q2 | $144K | Hold |
2,086
| – | – | 0.03% | 149 |
|
|
2023
Q1 | $155K | Buy |
2,086
+560
| +37% | +$41.6K | 0.03% | 149 |
|
|
2022
Q4 | $143K | Buy |
+1,526
| New | +$143K | 0.03% | 177 |
|