IAG
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Ipsen Advisor Group’s CVS Health CVS Stock Holding History

Ipsen Advisor Group’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$274K Sell
3,971
-2,218
-36% -$153K 0.21% 88
2025
Q1 		$419K Sell
6,189
-567
-8% -$38.4K 0.36% 69
2024
Q4 		$303K Buy
+6,756
New +$303K 0.26% 79
2022
Q4 		$476K Buy
+5,104
New +$476K 0.55% 44