Brass Tax 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
Sell
-3,429
Closed -$232K 230
2025
Q1
$232K Buy
+3,429
New +$232K 0.05% 191
2024
Q4
Sell
-3,386
Closed -$213K 208
2024
Q3
$213K Buy
+3,386
New +$213K 0.05% 188