FWA
FSM Wealth Advisors’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $661K | Buy |
+9,914
| New | +$661K | 0.11% | 122 |
|
|
2023
Q2 | – | Sell |
-2,889
| Closed | -$215K | – | 169 |
|
|
2023
Q1 | $215K | Buy |
2,889
+174
| +6% | +$12.9K | 0.12% | 144 |
|
|
2022
Q4 | $253K | Buy |
2,715
+16
| +0.6% | +$1.49K | 0.18% | 119 |
|
|
2022
Q3 | $257K | Buy |
+2,699
| New | +$257K | 0.21% | 110 |
|