DWM
Diversify Wealth Management’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $859K | Sell |
13,110
-164
| -1% | -$10.7K | 0.05% | 296 |
|
|
2025
Q1 | $863K | Sell |
13,274
-2,907
| -18% | -$189K | 0.06% | 265 |
|
|
2024
Q4 | $777K | Buy |
16,181
+408
| +3% | +$19.6K | 0.06% | 260 |
|
|
2024
Q3 | $896K | Sell |
15,773
-814
| -5% | -$46.2K | 0.09% | 208 |
|
|
2024
Q2 | $959K | Buy |
+16,587
| New | +$959K | 0.12% | 164 |
|