Fiducient Advisors’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
Sell
-4,624
Closed -$313K 157
2025
Q1
$313K Buy
+4,624
New +$313K 0.04% 124
2024
Q4
Sell
-4,144
Closed -$261K 149
2024
Q3
$261K Buy
+4,144
New +$261K 0.03% 131