Guardian Wealth Management (Illinois)’s CVS Health CVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11	Closed	-$769	–	97
2025 Q1	$769	Sell	11 -16,636	-100%	-$996K	﹤0.01%	218
2024 Q4	$747K	Buy	16,647 +16,636	+151,236%	+$933K	0.51%	49
2024 Q3	$692	Hold	11	–	–	﹤0.01%	233
2024 Q2	$648	Hold	11	–	–	﹤0.01%	232
2024 Q1	$864	Hold	11	–	–	﹤0.01%	223
2023 Q4	$848	Hold	11	–	–	﹤0.01%	232
2023 Q3	$743	Hold	11	–	–	﹤0.01%	213
2023 Q2	$730	Sell	11 -469	-98%	-$33.4K	﹤0.01%	214
2023 Q1	$35.7K	Buy	480 +3	+0.6%	+$252	0.03%	120
2022 Q4	$44.4K	Sell	477 -2	-0.4%	-$193	0.04%	121
2022 Q3	$46K	Buy	479 +3	+0.6%	+$297	0.05%	112
2022 Q2	$44K	Buy	476 +2	+0.4%	+$195	0.05%	118
2022 Q1	$48K	Buy	474 +3	+0.6%	+$315	0.05%	123
2021 Q4	$49K	Buy	+471	New	+$43.5K	0.05%	122