Compass Ion Advisors’s CVS Health CVS Stock Holding History

Compass Ion Advisors’s Portfolio CVS Stock Details CVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$295K	Sell
2025 Q1	$350K	Sell
2024 Q4	$256K	Sell
2024 Q3	$626K	Sell
2024 Q2	$836K	Hold
2024 Q1	$836K	Sell
2023 Q4	$864K	Buy
2023 Q3	$701K	Buy