Accredited Wealth 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
$225K Sell
3,255
-196
-6% -$13.5K 0.18% 61
2025
Q1
$234K Hold
3,451
0.2% 51
2024
Q4
$155K Buy
+3,451
New +$155K 0.14% 76