Beacon Investment Advisors’s CVS Health CVS Stock Holding History

Beacon Investment Advisors’s Portfolio CVS Stock Details CVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$466K	Sell
2025 Q1	$814K	Buy
2024 Q4	$539K	Hold
2024 Q3	$755K	Hold
2024 Q2	$709K	Buy