Keener Financial Planning’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
Q3
$59K Hold
2025
Q2
$54K Hold
2025
Q1
$53K Hold
2024
Q4
$35K Hold
2024
Q3
$49K Hold
2024
Q2
$46K Hold
2024
Q1
$63K Buy