BXM Wealth’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
$289K Sell
4,183
-1,105
-21% -$76.2K 0.34% 79
2025
Q1
$357K Sell
5,288
-1,685
-24% -$114K 0.43% 67
2024
Q4
$313K Buy
+6,973
New +$313K 0.44% 67