Compass Planning Associates’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	$57.7K	Buy	836 +8	+1%	+$552	0.05%	53
2025 Q1	$56.1K	Buy	828 +10	+1%	+$677	0.06%	53
2024 Q4	$36.7K	Buy	+818	New	+$36.7K	0.04%	66