GoalVest Advisory’s CVS Health CVS Stock Holding History

GoalVest Advisory’s Portfolio CVS Stock Details CVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$407	Sell
2024 Q4	$7.95K	Buy
2024 Q1	–	Sell
2023 Q4	$3.79K	Buy
2023 Q3	$559	Buy
2022 Q2	–	Sell
2022 Q1	$2K	Buy