Fiduciary Family Office’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-11,747
Closed -$694K 205
2024
Q2
$694K Sell
11,747
-1,108
-9% -$65.4K 0.27% 95
2024
Q1
$1.03M Buy
12,855
+2,198
+21% +$175K 0.4% 62
2023
Q4
$841K Buy
+10,657
New +$841K 0.37% 56