Inlight 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
2025
Q2
$2.58M Sell
37,387
-2,269
-6% -$157K 1.33% 21
2025
Q1
$2.69M Sell
39,656
-8,581
-18% -$581K 1.66% 21
2024
Q4
$2.17M Buy
+48,237
New +$2.17M 1.42% 26