Cape Investment Advisory’s CVS Health CVS Stock Holding History

Cape Investment Advisory’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 Q2	$90.1K	Buy
2025 Q1	$87.2K	Buy
2024 Q4	$57.2K	Buy
2024 Q3	$51.7K	Sell
2024 Q2	$494K	Buy
2024 Q1	$643K	Buy
2023 Q4	$633K	Buy
2023 Q3	$542K	Buy
2023 Q2	$264K	Buy
2023 Q1	$283K	Buy