BCU Wealth Advisors’s CVS Health CVS Stock Holding History

BCU Wealth Advisors’s Portfolio CVS Stock Details CVS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$735K	Buy
2025 Q2	$669K	Sell
2025 Q1	$687K	Sell
2024 Q4	$475K	Buy
2024 Q3	$662K	Buy
2024 Q2	$618K	Buy
2024 Q1	$830K	Buy
2023 Q4	$598K	Buy