Ball & Co 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
$77K Buy
1,125
+11
+1% +$753 0.08% 29
2025
Q1
$75K Buy
1,114
+13
+1% +$875 0.08% 25
2024
Q4
$49K Buy
+1,101
New +$49K 0.04% 33