Allen Wealth Management’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$299K Sell
2024
Q4
$221K Sell
2024
Q3
$384K Sell
2024
Q2
$549K Sell
2024
Q1
$840K Sell
2023
Q4
$895K Buy