Horizon Wealth Management’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-74,223
Closed -$6.88M 82
2022
Q2
$6.88M Sell
74,223
-5,771
-7% -$535K 2.85% 11
2022
Q1
$8.1M Sell
79,994
-2,466
-3% -$250K 2.52% 12
2021
Q4
$8.51M Buy
+82,460
New +$8.51M 2.48% 12