AEPWM
Atlantic Edge Private Wealth Management’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $613K | Buy |
8,883
+46
| +0.5% | +$3.17K | 0.17% | 88 |
|
|
2025
Q1 | $599K | Sell |
8,837
-124
| -1% | -$8.4K | 0.18% | 85 |
|
|
2024
Q4 | $402K | Sell |
8,961
-1,398
| -13% | -$62.8K | 0.12% | 98 |
|
|
2024
Q3 | $651K | Sell |
10,359
-3,079
| -23% | -$194K | 0.2% | 86 |
|
|
2024
Q2 | $794K | Sell |
13,438
-745
| -5% | -$44K | 0.27% | 77 |
|
|
2024
Q1 | $1.13M | Buy |
14,183
+827
| +6% | +$66K | 0.39% | 62 |
|
|
2023
Q4 | $1.05M | Buy |
+13,356
| New | +$1.05M | 0.43% | 62 |
|