Essential Planning’s CVS Health CVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-72,125	Closed	-$4.12M	–	123
2024 Q4	$4.12M	Buy	+72,125	New	+$4.12M	0.03%	134