Fulcrum Equity Management’s CVS Health CVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,250	Closed	-$204K	–	121
2024 Q3	$204K	Sell	3,250 -938	-22%	-$59K	0.17%	135
2024 Q2	$247K	Buy	4,188 +836	+25%	+$49.4K	0.22%	117
2024 Q1	$267K	Buy	3,352 +545	+19%	+$43.5K	0.32%	97
2023 Q4	$222K	Buy	+2,807	New	+$222K	0.27%	88