Carson Advisory’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$370K Sell
2025
Q1
$404K Sell
2024
Q4
$290K Buy
2024
Q2
Sell
2024
Q1
$239K Sell
2023
Q4
$244K Sell
2023
Q3
$288K Sell
2023
Q2
$318K Buy