AFW
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Avantra Family Wealth’s CVS Health CVS Stock Holding History

Avantra Family Wealth’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.21M Buy
17,537
+1,555
+10% +$107K 1% 23
2025
Q1 		$1.08M Buy
15,982
+4,704
+42% +$319K 1.04% 23
2024
Q4 		$506K Buy
+11,278
New +$506K 0.47% 74