1WM
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1858 Wealth Management’s CVS Health CVS Stock Holding History

1858 Wealth Management’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,605
Closed -$206K – 124
2024
Q1 		$206K Hold
2,605
– – 0.2% 117
2023
Q4 		$206K Buy
+2,605
New +$206K 0.2% 117