Bernard 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	$8.07K	Sell	117 -31	-21%	-$2.14K	﹤0.01%	223
2025 Q1	$10K	Buy	148 +24	+19%	+$1.63K	﹤0.01%	221
2024 Q4	$5.57K	Buy	+124	New	+$5.57K	﹤0.01%	234